+2,683.6%
MUU vs BNS
+90.5%
+2,593.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +6.7% |
| 7D | +15.0% | -1.3% | +16.3% | +17.0% |
| 30D | +36.8% | +4.0% | +32.8% | +28.1% |
| 3M | -8.5% | +13.8% | -22.3% | -24.9% |
| 6M | +320.7% | +32.7% | +288.1% | +170.1% |
| YTD | +599.7% | +27.6% | +572.1% | +374.1% |
| 1Y | +2,569.2% | +47.4% | +2,521.8% | +1,340.2% |
| All | +2,683.6% | +90.5% | +2,593.1% | +671.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling