+2,163.5%
MUU vs BP
+41.7%
+2,121.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.9% | -10.2% | -9.0% |
| 7D | +3.6% | +5.7% | -2.2% | +6.1% |
| 30D | +22.3% | +8.1% | +14.2% | +26.8% |
| 3M | -8.2% | +8.6% | -16.8% | -3.3% |
| 6M | +256.3% | +18.1% | +238.2% | +261.8% |
| YTD | +534.4% | +37.6% | +496.8% | +542.2% |
| 1Y | +2,163.5% | +39.4% | +2,124.1% | +2,219.1% |
| All | +2,163.5% | +41.7% | +2,121.8% | +2,219.1% |
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