+1,348.1%
MUU vs BN
+20.4%
+1,327.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -1.9% |
| 7D | +43.7% | -0.3% | +43.9% | +44.4% |
| 30D | -37.2% | +13.6% | -50.8% | -49.6% |
| 3M | -36.1% | -6.7% | -29.4% | -30.5% |
| 6M | -35.7% | -9.0% | -26.8% | -29.0% |
| YTD | +264.0% | -8.8% | +272.8% | +289.4% |
| 1Y | +359.1% | -10.6% | +369.7% | +415.9% |
| All | +1,348.1% | +20.4% | +1,327.7% | +831.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling