+1,843.7%
MUU vs BROS
-32.8%
+1,876.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.5% |
| 7D | -8.2% | -5.8% | -2.5% | -5.9% |
| 30D | +10.2% | -14.0% | +24.1% | +16.8% |
| 3M | -26.5% | -32.5% | +6.0% | -16.7% |
| 6M | +227.2% | -14.9% | +242.1% | +233.1% |
| YTD | +527.4% | -28.3% | +555.7% | +599.4% |
| 1Y | +1,843.7% | -34.0% | +1,877.7% | +1,848.4% |
| All | +1,843.7% | -32.8% | +1,876.5% | +1,848.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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