+2,423.9%
MUU vs BKR
+63.4%
+2,360.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.7% | -2.7% | -0.5% |
| 7D | +3.6% | -6.7% | +10.2% | +13.6% |
| 30D | +22.3% | -8.3% | +30.7% | +37.1% |
| 3M | -8.2% | -5.4% | -2.8% | -1.2% |
| 6M | +256.3% | +0.8% | +255.5% | +246.0% |
| YTD | +534.4% | +31.8% | +502.6% | +302.0% |
| 1Y | +2,163.5% | +28.6% | +2,134.9% | +1,363.5% |
| All | +2,423.9% | +63.4% | +2,360.5% | +1,229.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling