+1,000.7%
MUU vs COMP
+85.6%
+915.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +10.7% | -1.5% | +5.9% |
| 7D | -42.8% | +13.4% | -56.2% | -44.5% |
| 30D | -63.6% | +11.1% | -74.7% | -64.7% |
| 3M | -48.5% | -18.8% | -29.7% | -45.5% |
| 6M | -36.9% | +10.5% | -47.4% | -40.3% |
| YTD | +176.7% | -3.4% | +180.1% | +161.5% |
| 1Y | +266.3% | +19.7% | +246.6% | +223.8% |
| All | +1,000.7% | +85.6% | +915.0% | +878.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling