+2,396.1%
MUU vs BTDR
+75.9%
+2,320.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -2.8% |
| 7D | -8.2% | -3.4% | -4.8% | -6.8% |
| 30D | +10.2% | +32.6% | -22.4% | -4.2% |
| 3M | -26.5% | -32.2% | +5.7% | -13.6% |
| 6M | +227.2% | +52.4% | +174.9% | +185.6% |
| YTD | +527.4% | +6.7% | +520.7% | +502.4% |
| 1Y | +1,843.7% | -15.2% | +1,858.9% | +1,827.4% |
| All | +2,396.1% | +75.9% | +2,320.2% | +1,887.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling