+2,981.5%
MUU vs D
+15.7%
+2,965.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.4% | +13.0% | +10.0% |
| 7D | +17.4% | +0.4% | +16.9% | +18.1% |
| 30D | +24.0% | -3.6% | +27.5% | +19.0% |
| 3M | -23.9% | -1.0% | -22.9% | -23.6% |
| 6M | +284.4% | +6.3% | +278.1% | +316.1% |
| YTD | +583.7% | +14.7% | +569.0% | +692.1% |
| 1Y | +2,981.5% | +16.9% | +2,964.5% | +3,324.1% |
| All | +2,981.5% | +15.7% | +2,965.8% | +3,324.1% |
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