+365.6%
MUU vs BEN
+65.1%
+300.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.4% | -5.7% | -5.8% |
| 7D | +24.7% | +6.8% | +17.9% | +14.5% |
| 30D | -35.1% | +18.0% | -53.1% | -46.0% |
| 3M | -44.3% | +7.5% | -51.7% | -47.8% |
| 6M | -44.4% | +14.7% | -59.1% | -50.7% |
| YTD | +244.9% | +56.1% | +188.8% | +103.4% |
| 1Y | +365.6% | +69.6% | +296.0% | +130.8% |
| All | +365.6% | +65.1% | +300.5% | +130.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling