+2,396.1%
MUU vs BNY
+129.8%
+2,266.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.2% |
| 7D | -8.2% | -1.3% | -6.9% | -6.0% |
| 30D | +10.2% | -0.2% | +10.3% | +9.6% |
| 3M | -26.5% | +14.9% | -41.4% | -44.2% |
| 6M | +227.2% | +40.0% | +187.2% | +71.6% |
| YTD | +527.4% | +42.0% | +485.4% | +193.7% |
| 1Y | +1,843.7% | +56.9% | +1,786.8% | +626.4% |
| All | +2,396.1% | +129.8% | +2,266.3% | +320.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling