+2,538.2%
MUU vs BG
+35.8%
+2,502.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.4% | -7.4% | -5.6% |
| 7D | +13.9% | +2.4% | +11.6% | +12.1% |
| 30D | +24.8% | +15.0% | +9.8% | +14.0% |
| 3M | -15.7% | -0.7% | -15.1% | -15.8% |
| 6M | +338.9% | +7.5% | +331.4% | +318.2% |
| YTD | +563.2% | +41.6% | +521.5% | +421.4% |
| 1Y | +2,577.5% | +50.7% | +2,526.8% | +1,880.4% |
| All | +2,538.2% | +35.8% | +2,502.4% | +2,008.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling