+2,683.6%
MUU vs BEN
+93.0%
+2,590.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +7.6% |
| 7D | +15.0% | +3.4% | +11.7% | +10.2% |
| 30D | +36.8% | +1.8% | +35.0% | +33.9% |
| 3M | -8.5% | +8.4% | -16.9% | -17.3% |
| 6M | +320.7% | +35.6% | +285.1% | +184.0% |
| YTD | +599.7% | +46.4% | +553.3% | +308.4% |
| 1Y | +2,569.2% | +46.3% | +2,522.9% | +1,462.2% |
| All | +2,683.6% | +93.0% | +2,590.6% | +915.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling