+2,620.0%
MUU vs BMY
+36.7%
+2,583.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.9% | +13.5% | +11.2% |
| 7D | +17.4% | +0.4% | +17.0% | +17.5% |
| 30D | +24.0% | +5.0% | +18.9% | +25.4% |
| 3M | -23.9% | +19.4% | -43.3% | -20.0% |
| 6M | +284.4% | +9.5% | +274.9% | +308.0% |
| YTD | +583.7% | +28.1% | +555.6% | +606.1% |
| 1Y | +2,981.5% | +50.0% | +2,931.5% | +2,961.4% |
| All | +2,620.0% | +36.7% | +2,583.3% | +2,874.5% |
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