+2,981.5%
MUU vs BUD
+36.8%
+2,944.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.2% | +11.4% | +11.6% |
| 7D | +17.4% | +0.3% | +17.1% | +17.4% |
| 30D | +24.0% | -5.7% | +29.6% | +24.7% |
| 3M | -23.9% | +3.1% | -27.0% | -25.9% |
| 6M | +284.4% | +7.9% | +276.5% | +248.8% |
| YTD | +583.7% | +27.3% | +556.4% | +600.8% |
| 1Y | +2,981.5% | +37.8% | +2,943.7% | +3,302.9% |
| All | +2,981.5% | +36.8% | +2,944.7% | +3,302.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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