+1,272.2%
MUU vs BMY
+31.1%
+1,241.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.8% | -7.0% | -4.7% |
| 7D | +24.7% | +2.1% | +22.6% | +25.5% |
| 30D | -35.1% | +7.0% | -42.1% | -33.6% |
| 3M | -44.3% | -0.9% | -43.4% | -43.8% |
| 6M | -44.4% | +14.9% | -59.4% | -41.7% |
| YTD | +244.9% | +22.8% | +222.1% | +256.4% |
| 1Y | +365.6% | +36.2% | +329.4% | +369.5% |
| All | +1,272.2% | +31.1% | +1,241.1% | +1,401.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling