+2,683.6%
MUU vs BLDR
-68.2%
+2,751.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +6.7% |
| 7D | +15.0% | -2.7% | +17.7% | +17.0% |
| 30D | +36.8% | -14.7% | +51.5% | +49.8% |
| 3M | -8.5% | -20.8% | +12.3% | +5.7% |
| 6M | +320.7% | -35.3% | +356.1% | +450.3% |
| YTD | +599.7% | -40.3% | +640.0% | +820.5% |
| 1Y | +2,569.2% | -56.3% | +2,625.5% | +4,336.0% |
| All | +2,683.6% | -68.2% | +2,751.7% | +4,853.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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