+1,000.7%
MUU vs C
+96.9%
+903.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.5% | +8.7% | +8.3% |
| 7D | -42.8% | -2.4% | -40.4% | -38.5% |
| 30D | -63.6% | -6.0% | -57.6% | -58.5% |
| 3M | -48.5% | -10.5% | -38.0% | -37.0% |
| 6M | -36.9% | -5.7% | -31.2% | -26.5% |
| YTD | +176.7% | +4.1% | +172.5% | +161.8% |
| 1Y | +266.3% | +20.5% | +245.8% | +165.1% |
| All | +1,000.7% | +96.9% | +903.8% | +238.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling