+2,396.1%
MUU vs BX
-7.2%
+2,403.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -3.8% |
| 7D | -8.2% | -5.6% | -2.6% | -2.5% |
| 30D | +10.2% | -12.2% | +22.4% | +25.5% |
| 3M | -26.5% | +7.4% | -33.9% | -35.9% |
| 6M | +227.2% | +22.2% | +205.1% | +130.4% |
| YTD | +527.4% | -14.0% | +541.4% | +614.6% |
| 1Y | +1,843.7% | -27.3% | +1,871.0% | +2,761.4% |
| All | +2,396.1% | -7.2% | +2,403.2% | +2,138.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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