+2,423.9%
MUU vs BTSG
+284.6%
+2,139.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.6% | -2.7% | -2.3% |
| 7D | +3.6% | -5.8% | +9.3% | +10.0% |
| 30D | +22.3% | 0.0% | +22.3% | +21.0% |
| 3M | -8.2% | -4.5% | -3.7% | -0.9% |
| 6M | +256.3% | +40.0% | +216.3% | +178.0% |
| YTD | +534.4% | +54.6% | +479.9% | +363.8% |
| 1Y | +2,163.5% | +106.1% | +2,057.4% | +1,209.9% |
| All | +2,423.9% | +284.6% | +2,139.3% | +752.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling