+1,843.7%
MUU vs BKR
+28.9%
+1,814.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -8.2% | -7.0% | -1.2% | -1.8% |
| 30D | +10.2% | -8.1% | +18.3% | +19.0% |
| 3M | -26.5% | -6.6% | -19.9% | -22.2% |
| 6M | +227.2% | +0.9% | +226.4% | +231.6% |
| YTD | +527.4% | +31.1% | +496.3% | +412.0% |
| 1Y | +1,843.7% | +27.7% | +1,816.0% | +1,560.7% |
| All | +1,843.7% | +28.9% | +1,814.8% | +1,560.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 1y: compounded portfolio wealth divided by compounded BKR 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…
1y analysis · Full analysis span regression · 6 months rolling