+1,138.0%
MUU vs BIL
+8.1%
+1,129.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | 0.0% | +12.5% | +12.2% |
| 7D | -27.2% | +0.1% | -27.2% | -27.7% |
| 30D | -54.0% | 0.0% | -54.0% | -50.2% |
| 3M | -41.4% | +0.6% | -42.0% | -21.4% |
| 6M | -42.5% | +1.5% | -44.0% | -7.2% |
| YTD | +211.2% | +2.8% | +208.4% | +417.8% |
| 1Y | +313.4% | +3.3% | +310.0% | +669.9% |
| All | +1,138.0% | +8.1% | +1,129.9% | +3,011.7% |
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