+2,538.2%
MUU vs BTSG
+315.7%
+2,222.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.0% | -6.0% | -6.2% |
| 7D | +13.9% | +5.7% | +8.2% | +7.1% |
| 30D | +24.8% | +0.2% | +24.6% | +22.7% |
| 3M | -15.7% | +5.6% | -21.4% | -18.3% |
| 6M | +338.9% | +50.8% | +288.1% | +216.0% |
| YTD | +563.2% | +67.0% | +496.1% | +346.1% |
| 1Y | +2,577.5% | +145.5% | +2,432.0% | +1,217.3% |
| All | +2,538.2% | +315.7% | +2,222.6% | +719.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling