+504.3%
MUU vs BG
+7.2%
+497.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.4% | -16.4% | -14.5% |
| 7D | -35.9% | -3.8% | -32.1% | -35.3% |
| 30D | -47.1% | -9.6% | -37.5% | -46.1% |
| 3M | -29.8% | -8.5% | -21.3% | -29.7% |
| 6M | +16.0% | -23.0% | +39.1% | +25.7% |
| YTD | +286.1% | +10.9% | +275.2% | +308.7% |
| 1Y | +504.3% | +6.0% | +498.4% | +520.7% |
| All | +504.3% | +7.2% | +497.1% | +520.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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