+2,981.5%
MUU vs BNS
+52.2%
+2,929.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +13.2% |
| 7D | +17.4% | +1.5% | +15.8% | +14.5% |
| 30D | +24.0% | +6.0% | +18.0% | +14.1% |
| 3M | -23.9% | +16.3% | -40.2% | -37.3% |
| 6M | +284.4% | +28.8% | +255.7% | +167.8% |
| YTD | +583.7% | +30.0% | +553.7% | +374.0% |
| 1Y | +2,981.5% | +50.7% | +2,930.8% | +2,093.7% |
| All | +2,981.5% | +52.2% | +2,929.3% | +2,093.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 1y: compounded portfolio wealth divided by compounded BNS 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…
1y analysis · Full analysis span regression · 6 months rolling