+2,683.6%
MUU vs BN
+11.2%
+2,672.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +8.5% |
| 7D | +15.0% | -3.0% | +18.0% | +20.3% |
| 30D | +36.8% | -13.0% | +49.8% | +68.5% |
| 3M | -8.5% | -15.2% | +6.7% | +16.5% |
| 6M | +320.7% | -5.9% | +326.7% | +340.3% |
| YTD | +599.7% | -15.8% | +615.5% | +760.7% |
| 1Y | +2,569.2% | -12.2% | +2,581.4% | +2,973.4% |
| All | +2,683.6% | +11.2% | +2,672.4% | +1,957.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling