+2,981.5%
MUU vs BP
+34.1%
+2,947.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.5% | +11.1% | +11.8% |
| 7D | +17.4% | +3.9% | +13.4% | +19.3% |
| 30D | +24.0% | +7.6% | +16.3% | +28.5% |
| 3M | -23.9% | +0.7% | -24.6% | -22.9% |
| 6M | +284.4% | +15.5% | +268.9% | +280.6% |
| YTD | +583.7% | +30.8% | +552.9% | +578.5% |
| 1Y | +2,981.5% | +34.3% | +2,947.2% | +3,040.7% |
| All | +2,981.5% | +34.1% | +2,947.4% | +3,040.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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