+2,396.1%
MUU vs BSX
-50.5%
+2,446.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -8.2% | -10.1% | +1.9% | -3.9% |
| 30D | +10.2% | -16.4% | +26.6% | +18.6% |
| 3M | -26.5% | -8.9% | -17.6% | -24.4% |
| 6M | +227.2% | -38.3% | +265.5% | +369.6% |
| YTD | +527.4% | -54.9% | +582.3% | +1,213.1% |
| 1Y | +1,843.7% | -58.8% | +1,902.5% | +4,482.9% |
| All | +2,396.1% | -50.5% | +2,446.5% | +4,673.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling