+2,981.5%
MUU vs BRO
-24.4%
+3,005.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.6% | +13.2% | +7.9% |
| 7D | +17.4% | -2.6% | +20.0% | +10.8% |
| 30D | +24.0% | +0.9% | +23.1% | +28.6% |
| 3M | -23.9% | +24.8% | -48.7% | +45.6% |
| 6M | +284.4% | -0.1% | +284.5% | +504.8% |
| YTD | +583.7% | -9.7% | +593.4% | +853.4% |
| 1Y | +2,981.5% | -24.5% | +3,006.0% | +3,598.2% |
| All | +2,981.5% | -24.4% | +3,005.9% | +3,598.2% |
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