+2,538.2%
MUU vs BIL
+7.8%
+2,530.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -2.6% |
| 7D | +13.9% | +0.1% | +13.8% | +17.0% |
| 30D | +24.8% | +0.3% | +24.5% | +38.6% |
| 3M | -15.7% | +0.9% | -16.6% | +10.1% |
| 6M | +338.9% | +1.8% | +337.1% | +492.7% |
| YTD | +563.2% | +2.5% | +560.7% | +812.7% |
| 1Y | +2,577.5% | +3.7% | +2,573.8% | +4,995.5% |
| All | +2,538.2% | +7.8% | +2,530.4% | +5,380.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling