+2,620.0%
MUU vs COMP
+102.2%
+2,517.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.5% | +11.1% | +11.4% |
| 7D | +17.4% | +1.4% | +16.0% | +16.8% |
| 30D | +24.0% | -13.3% | +37.3% | +28.8% |
| 3M | -23.9% | +41.1% | -65.0% | -32.7% |
| 6M | +284.4% | +17.2% | +267.2% | +252.8% |
| YTD | +583.7% | +5.2% | +578.5% | +530.1% |
| 1Y | +2,981.5% | +18.9% | +2,962.5% | +2,618.2% |
| All | +2,620.0% | +102.2% | +2,517.9% | +2,257.2% |
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