+2,981.5%
MUU vs BRKR
+100.6%
+2,880.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.5% | +13.1% | +12.6% |
| 7D | +17.4% | +2.5% | +14.9% | +15.5% |
| 30D | +24.0% | +11.5% | +12.5% | +15.4% |
| 3M | -23.9% | -2.4% | -21.5% | -24.2% |
| 6M | +284.4% | +52.3% | +232.1% | +198.4% |
| YTD | +583.7% | +24.5% | +559.2% | +507.8% |
| 1Y | +2,981.5% | +97.3% | +2,884.1% | +1,687.1% |
| All | +2,981.5% | +100.6% | +2,880.9% | +1,687.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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