+2,981.5%
MUU vs BG
+50.1%
+2,931.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +12.1% |
| 7D | +17.4% | +2.8% | +14.6% | +15.9% |
| 30D | +24.0% | +12.0% | +11.9% | +18.5% |
| 3M | -23.9% | -7.7% | -16.2% | -21.2% |
| 6M | +284.4% | +4.5% | +279.9% | +283.5% |
| YTD | +583.7% | +35.7% | +548.0% | +539.4% |
| 1Y | +2,981.5% | +50.1% | +2,931.4% | +2,726.4% |
| All | +2,981.5% | +50.1% | +2,931.4% | +2,726.4% |
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