+2,683.6%
MUU vs BTG
+89.5%
+2,594.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.7% | +3.9% | +4.5% |
| 7D | +15.0% | +2.4% | +12.6% | +13.2% |
| 30D | +36.8% | +9.5% | +27.3% | +28.5% |
| 3M | -8.5% | +38.5% | -47.0% | -27.2% |
| 6M | +320.7% | +5.6% | +315.1% | +299.6% |
| YTD | +599.7% | +23.9% | +575.8% | +491.8% |
| 1Y | +2,569.2% | +32.1% | +2,537.0% | +2,075.2% |
| All | +2,683.6% | +89.5% | +2,594.1% | +1,364.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling