+1,000.7%
MUU vs BURL
-1.1%
+1,001.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.6% | +10.8% | +10.2% |
| 7D | -42.8% | +4.1% | -46.9% | -44.2% |
| 30D | -63.6% | -9.5% | -54.2% | -61.3% |
| 3M | -48.5% | -33.5% | -15.0% | -33.4% |
| 6M | -36.9% | -22.1% | -14.8% | -29.5% |
| YTD | +176.7% | -14.6% | +191.2% | +184.4% |
| 1Y | +266.3% | -8.4% | +274.6% | +240.9% |
| All | +1,000.7% | -1.1% | +1,001.8% | +801.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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