+2,981.5%
MUU vs BSX
-55.6%
+3,037.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.8% | +9.8% | +11.8% |
| 7D | +17.4% | +2.0% | +15.3% | +17.7% |
| 30D | +24.0% | +0.1% | +23.8% | +24.1% |
| 3M | -23.9% | -2.1% | -21.7% | -20.9% |
| 6M | +284.4% | -33.8% | +318.2% | +385.1% |
| YTD | +583.7% | -49.9% | +633.6% | +893.5% |
| 1Y | +2,981.5% | -55.4% | +3,036.9% | +3,496.8% |
| All | +2,981.5% | -55.6% | +3,037.0% | +3,496.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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