+2,683.6%
MUU vs BIL
+7.8%
+2,675.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +15.0% | +0.1% | +15.0% | +17.6% |
| 30D | +36.8% | +0.3% | +36.5% | +51.9% |
| 3M | -8.5% | +0.9% | -9.4% | +19.6% |
| 6M | +320.7% | +1.8% | +318.9% | +468.1% |
| YTD | +599.7% | +2.5% | +597.2% | +862.5% |
| 1Y | +2,569.2% | +3.7% | +2,565.5% | +4,961.0% |
| All | +2,683.6% | +7.8% | +2,675.8% | +5,696.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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