+2,396.1%
MUU vs BTG
+84.7%
+2,311.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.3% |
| 7D | -8.2% | -3.8% | -4.5% | -5.8% |
| 30D | +10.2% | +3.6% | +6.5% | +7.1% |
| 3M | -26.5% | +32.0% | -58.5% | -40.0% |
| 6M | +227.2% | +3.4% | +223.9% | +215.8% |
| YTD | +527.4% | +20.8% | +506.6% | +440.0% |
| 1Y | +1,843.7% | +22.4% | +1,821.3% | +1,552.0% |
| All | +2,396.1% | +84.7% | +2,311.4% | +1,236.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling