+2,423.9%
MUU vs BND
+4.1%
+2,419.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.7% | -7.7% |
| 7D | +3.6% | -0.9% | +4.5% | +6.1% |
| 30D | +22.3% | -1.0% | +23.3% | +25.3% |
| 3M | -8.2% | -1.2% | -7.0% | -4.8% |
| 6M | +256.3% | -2.0% | +258.3% | +273.5% |
| YTD | +534.4% | -1.2% | +535.6% | +563.0% |
| 1Y | +2,163.5% | -0.5% | +2,163.9% | +2,262.2% |
| All | +2,423.9% | +4.1% | +2,419.8% | +2,268.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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