+4,245.8%
MUU vs BIYA
-99.8%
+4,345.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +6.0% | +5.5% |
| 7D | +15.0% | +2.7% | +12.3% | +15.1% |
| 30D | +36.8% | -16.7% | +53.5% | +36.3% |
| 3M | -8.5% | -74.6% | +66.1% | -9.0% |
| 6M | +320.7% | -85.4% | +406.1% | +320.0% |
| YTD | +599.7% | -94.2% | +693.9% | +644.9% |
| 1Y | +2,569.2% | -98.6% | +2,667.7% | +2,986.6% |
| All | +4,245.8% | -99.8% | +4,345.6% | +5,044.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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