+2,396.1%
MUU vs BNS
+93.3%
+2,302.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -2.1% |
| 7D | -8.2% | -0.4% | -7.8% | -7.8% |
| 30D | +10.2% | +3.5% | +6.7% | +3.9% |
| 3M | -26.5% | +14.1% | -40.6% | -40.2% |
| 6M | +227.2% | +33.8% | +193.4% | +107.0% |
| YTD | +527.4% | +29.5% | +498.0% | +315.0% |
| 1Y | +1,843.7% | +48.4% | +1,795.3% | +936.0% |
| All | +2,396.1% | +93.3% | +2,302.8% | +575.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling