+2,683.6%
MUU vs BSX
-48.2%
+2,731.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.6% | +5.5% |
| 7D | +15.0% | -7.0% | +22.1% | +18.5% |
| 30D | +36.8% | -10.9% | +47.7% | +43.2% |
| 3M | -8.5% | -8.2% | -0.3% | -5.6% |
| 6M | +320.7% | -37.5% | +358.2% | +512.0% |
| YTD | +599.7% | -52.8% | +652.5% | +1,334.3% |
| 1Y | +2,569.2% | -58.4% | +2,627.6% | +6,473.5% |
| All | +2,683.6% | -48.2% | +2,731.8% | +5,113.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling