+237.5%
MUU vs BRKR
+47.8%
+189.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -9.0% | -25.4% | -28.4% |
| 7D | -53.2% | -6.4% | -46.9% | -50.2% |
| 30D | -64.1% | -4.0% | -60.1% | -62.1% |
| 3M | -54.1% | +10.7% | -64.8% | -56.4% |
| 6M | -37.7% | +53.0% | -90.7% | -50.7% |
| YTD | +153.4% | +23.6% | +129.7% | +137.3% |
| 1Y | +237.5% | +45.0% | +192.4% | +201.3% |
| All | +237.5% | +47.8% | +189.7% | +201.3% |
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