+504.3%
MUU vs COMP
+23.8%
+480.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +7.7% | -21.7% | -15.8% |
| 7D | -35.9% | +9.5% | -45.3% | -37.6% |
| 30D | -47.1% | +8.1% | -55.2% | -48.6% |
| 3M | -29.8% | -16.3% | -13.5% | -27.0% |
| 6M | +16.0% | +42.2% | -26.2% | -1.3% |
| YTD | +286.1% | -5.0% | +291.1% | +229.2% |
| 1Y | +504.3% | +20.1% | +484.2% | +286.1% |
| All | +504.3% | +23.8% | +480.5% | +286.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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