+2,396.1%
MUU vs BIDU
-12.5%
+2,408.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.9% |
| 7D | -8.2% | -8.1% | -0.1% | -1.6% |
| 30D | +10.2% | -12.8% | +23.0% | +23.7% |
| 3M | -26.5% | -21.3% | -5.2% | -11.3% |
| 6M | +227.2% | -27.0% | +254.2% | +331.5% |
| YTD | +527.4% | -30.0% | +557.5% | +773.3% |
| 1Y | +1,843.7% | -18.3% | +1,861.9% | +2,310.2% |
| All | +2,396.1% | -12.5% | +2,408.6% | +2,733.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling