+504.3%
MUU vs BTG
+24.4%
+479.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +8.7% | -22.7% | -19.7% |
| 7D | -35.9% | -0.2% | -35.7% | -36.4% |
| 30D | -47.1% | -0.8% | -46.4% | -47.4% |
| 3M | -29.8% | +31.8% | -61.7% | -45.0% |
| 6M | +16.0% | +20.4% | -4.4% | +4.4% |
| YTD | +286.1% | +14.7% | +271.4% | +230.8% |
| 1Y | +504.3% | +29.4% | +475.0% | +323.1% |
| All | +504.3% | +24.4% | +479.9% | +323.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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