-44.4%
MUU vs BN
-9.8%
-34.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.6% | -3.6% | -4.8% |
| 7D | +24.7% | -1.0% | +25.7% | +25.0% |
| 30D | -35.1% | +14.0% | -49.1% | -37.3% |
| 3M | -44.3% | -9.0% | -35.3% | -40.7% |
| 6M | -44.4% | -8.8% | -35.6% | -39.7% |
| All | -44.4% | -9.8% | -34.6% | -39.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling