+2,538.2%
MUU vs BUD
+27.6%
+2,510.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.7% |
| 7D | +13.9% | +0.8% | +13.2% | +13.6% |
| 30D | +24.8% | -4.8% | +29.6% | +27.0% |
| 3M | -15.7% | +1.4% | -17.1% | -18.3% |
| 6M | +338.9% | +9.9% | +329.0% | +303.3% |
| YTD | +563.2% | +26.3% | +536.8% | +471.3% |
| 1Y | +2,577.5% | +36.1% | +2,541.3% | +2,094.3% |
| All | +2,538.2% | +27.6% | +2,510.6% | +2,346.9% |
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