+2,538.2%
MUU vs BND
+5.0%
+2,533.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -2.8% |
| 7D | +13.9% | +0.1% | +13.8% | +13.6% |
| 30D | +24.8% | -0.4% | +25.1% | +25.8% |
| 3M | -15.7% | -0.2% | -15.5% | -14.8% |
| 6M | +338.9% | -1.2% | +340.0% | +349.6% |
| YTD | +563.2% | -0.3% | +563.5% | +577.5% |
| 1Y | +2,577.5% | +0.4% | +2,577.1% | +2,631.5% |
| All | +2,538.2% | +5.0% | +2,533.2% | +2,320.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling