+2,423.9%
MUU vs BN
+9.8%
+2,414.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.2% | -8.1% | -7.4% |
| 7D | +3.6% | -5.9% | +9.4% | +13.7% |
| 30D | +22.3% | -15.1% | +37.4% | +56.7% |
| 3M | -8.2% | -14.6% | +6.4% | +15.2% |
| 6M | +256.3% | -8.4% | +264.8% | +290.4% |
| YTD | +534.4% | -16.8% | +551.2% | +696.9% |
| 1Y | +2,163.5% | -14.4% | +2,177.9% | +2,626.2% |
| All | +2,423.9% | +9.8% | +2,414.0% | +1,805.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling