+2,683.6%
MUU vs BUD
+24.8%
+2,658.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.2% | +7.7% | +6.3% |
| 7D | +15.0% | -1.3% | +16.3% | +15.5% |
| 30D | +36.8% | -6.1% | +43.0% | +39.7% |
| 3M | -8.5% | -3.8% | -4.8% | -8.9% |
| 6M | +320.7% | +8.2% | +312.6% | +288.4% |
| YTD | +599.7% | +23.6% | +576.1% | +507.1% |
| 1Y | +2,569.2% | +33.4% | +2,535.7% | +2,100.4% |
| All | +2,683.6% | +24.8% | +2,658.7% | +2,500.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling