+504.3%
MUU vs BRO
-3.6%
+507.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.5% | -18.5% | -3.5% |
| 7D | -35.9% | +12.4% | -48.3% | -12.8% |
| 30D | -47.1% | +21.6% | -68.7% | -10.6% |
| 3M | -29.8% | +4.3% | -34.2% | -17.3% |
| 6M | +16.0% | +29.2% | -13.2% | +179.8% |
| YTD | +286.1% | -6.4% | +292.4% | +542.7% |
| 1Y | +504.3% | -5.3% | +509.6% | +958.0% |
| All | +504.3% | -3.6% | +507.9% | +958.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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