+2,423.9%
MUU vs BMY
+30.5%
+2,393.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.3% | -9.6% |
| 7D | +3.6% | -6.4% | +9.9% | +2.0% |
| 30D | +22.3% | +0.2% | +22.1% | +22.4% |
| 3M | -8.2% | +16.0% | -24.2% | -4.5% |
| 6M | +256.3% | +8.3% | +248.0% | +271.7% |
| YTD | +534.4% | +22.2% | +512.2% | +548.2% |
| 1Y | +2,163.5% | +41.7% | +2,121.8% | +2,127.9% |
| All | +2,423.9% | +30.5% | +2,393.4% | +2,630.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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