+504.3%
MUU vs D
+23.9%
+480.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.4% | -18.4% | -6.8% |
| 7D | -35.9% | +8.5% | -44.4% | -25.7% |
| 30D | -47.1% | +14.3% | -61.4% | -33.2% |
| 3M | -29.8% | +1.8% | -31.6% | -23.6% |
| 6M | +16.0% | +13.0% | +3.0% | +45.9% |
| YTD | +286.1% | +22.7% | +263.3% | +450.3% |
| 1Y | +504.3% | +22.6% | +481.7% | +768.0% |
| All | +504.3% | +23.9% | +480.4% | +768.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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