+2,423.9%
MUU vs BTI
+72.5%
+2,351.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.0% | -10.3% | -8.8% |
| 7D | +3.6% | -2.0% | +5.5% | +2.6% |
| 30D | +22.3% | -3.4% | +25.8% | +20.5% |
| 3M | -8.2% | -9.0% | +0.8% | -10.6% |
| 6M | +256.3% | -5.0% | +261.4% | +245.6% |
| YTD | +534.4% | -0.3% | +534.7% | +526.9% |
| 1Y | +2,163.5% | +3.1% | +2,160.4% | +2,165.5% |
| All | +2,423.9% | +72.5% | +2,351.4% | +3,212.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling