+1,272.2%
MUU vs BUD
+35.8%
+1,236.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.1% | -6.4% | -5.2% |
| 7D | +24.7% | +1.0% | +23.7% | +24.6% |
| 30D | -35.1% | +6.7% | -41.8% | -36.0% |
| 3M | -44.3% | +5.7% | -50.0% | -44.9% |
| 6M | -44.4% | +5.8% | -50.2% | -46.5% |
| YTD | +244.9% | +34.4% | +210.5% | +193.5% |
| 1Y | +365.6% | +33.3% | +332.3% | +295.9% |
| All | +1,272.2% | +35.8% | +1,236.5% | +1,156.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling