+2,538.2%
MUU vs BX
-3.2%
+2,541.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -1.3% |
| 7D | +13.9% | -2.0% | +15.9% | +16.3% |
| 30D | +24.8% | -2.3% | +27.1% | +25.8% |
| 3M | -15.7% | +18.5% | -34.3% | -34.4% |
| 6M | +338.9% | +23.7% | +315.2% | +207.3% |
| YTD | +563.2% | -10.4% | +573.5% | +623.6% |
| 1Y | +2,577.5% | -19.6% | +2,597.1% | +3,332.4% |
| All | +2,538.2% | -3.2% | +2,541.5% | +2,167.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling