+257.0%
MUU vs C
+23.2%
+233.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -3.0% |
| 7D | -32.5% | -0.4% | -32.1% | -29.8% |
| 30D | -55.2% | -5.2% | -50.1% | -50.3% |
| 3M | -40.7% | -9.1% | -31.6% | -30.7% |
| 6M | -43.9% | -1.6% | -42.4% | -37.3% |
| YTD | +203.2% | +6.9% | +196.2% | +186.1% |
| 1Y | +257.0% | +23.0% | +234.0% | +132.6% |
| All | +257.0% | +23.2% | +233.8% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 1y: compounded portfolio wealth divided by compounded C 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…
1y analysis · Full analysis span regression · 6 months rolling