+504.3%
MUU vs BLK
+17.9%
+486.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.4% | -19.4% | -17.5% |
| 7D | -35.9% | +5.7% | -41.6% | -38.7% |
| 30D | -47.1% | +14.8% | -61.9% | -52.6% |
| 3M | -29.8% | +8.8% | -38.6% | -34.9% |
| 6M | +16.0% | +17.6% | -1.6% | +0.9% |
| YTD | +286.1% | +16.3% | +269.8% | +230.3% |
| 1Y | +504.3% | +18.0% | +486.3% | +411.7% |
| All | +504.3% | +17.9% | +486.5% | +411.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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