+504.3%
MUU vs BTI
+24.7%
+479.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.4% | -17.4% | -10.6% |
| 7D | -35.9% | +5.3% | -41.2% | -31.9% |
| 30D | -47.1% | +19.1% | -66.2% | -37.6% |
| 3M | -29.8% | +6.5% | -36.4% | -22.3% |
| 6M | +16.0% | +9.4% | +6.6% | +23.8% |
| YTD | +286.1% | +14.4% | +271.7% | +314.7% |
| 1Y | +504.3% | +23.9% | +480.4% | +472.7% |
| All | +504.3% | +24.7% | +479.7% | +472.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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