+2,981.5%
MUU vs BNY
+59.6%
+2,921.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.3% | +11.3% | +11.3% |
| 7D | +17.4% | +1.4% | +15.9% | +15.8% |
| 30D | +24.0% | +3.8% | +20.1% | +19.1% |
| 3M | -23.9% | +14.9% | -38.8% | -32.4% |
| 6M | +284.4% | +40.3% | +244.1% | +192.0% |
| YTD | +583.7% | +43.8% | +540.0% | +363.4% |
| 1Y | +2,981.5% | +58.9% | +2,922.6% | +1,855.9% |
| All | +2,981.5% | +59.6% | +2,921.9% | +1,855.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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