+2,683.6%
MUU vs BP
+58.7%
+2,624.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.8% | +3.7% | +4.4% |
| 7D | +15.0% | +4.0% | +11.0% | +12.2% |
| 30D | +36.8% | +7.8% | +29.0% | +30.3% |
| 3M | -8.5% | +8.4% | -16.9% | -14.2% |
| 6M | +320.7% | +15.1% | +305.7% | +241.5% |
| YTD | +599.7% | +36.4% | +563.3% | +344.4% |
| 1Y | +2,569.2% | +40.9% | +2,528.3% | +1,456.3% |
| All | +2,683.6% | +58.7% | +2,624.8% | +1,342.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling