+2,423.9%
MUU vs BTDR
+69.6%
+2,354.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.5% | -2.8% | -6.3% |
| 7D | +3.6% | -3.2% | +6.7% | +5.3% |
| 30D | +22.3% | +32.7% | -10.4% | +6.5% |
| 3M | -8.2% | -28.4% | +20.2% | +6.4% |
| 6M | +256.3% | +51.7% | +204.6% | +213.1% |
| YTD | +534.4% | +2.9% | +531.6% | +520.1% |
| 1Y | +2,163.5% | -15.5% | +2,179.0% | +2,159.3% |
| All | +2,423.9% | +69.6% | +2,354.3% | +1,946.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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