+2,981.5%
MUU vs BTSG
+152.4%
+2,829.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +13.1% |
| 7D | +17.4% | +2.7% | +14.7% | +13.0% |
| 30D | +24.0% | -3.6% | +27.6% | +27.7% |
| 3M | -23.9% | +5.8% | -29.7% | -26.7% |
| 6M | +284.4% | +44.7% | +239.7% | +174.7% |
| YTD | +583.7% | +62.2% | +521.6% | +352.7% |
| 1Y | +2,981.5% | +152.1% | +2,829.4% | +1,688.3% |
| All | +2,981.5% | +152.4% | +2,829.1% | +1,688.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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