+2,396.1%
MUU vs BLK
+17.8%
+2,378.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -3.4% |
| 7D | -8.2% | -3.3% | -4.9% | -3.9% |
| 30D | +10.2% | -6.5% | +16.7% | +19.6% |
| 3M | -26.5% | +6.7% | -33.3% | -37.3% |
| 6M | +227.2% | +14.7% | +212.5% | +145.7% |
| YTD | +527.4% | +2.5% | +524.9% | +464.1% |
| 1Y | +1,843.7% | -2.8% | +1,846.4% | +1,806.8% |
| All | +2,396.1% | +17.8% | +2,378.2% | +1,477.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling