+2,569.2%
MUU vs D
+17.3%
+2,551.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.7% | +7.2% | +3.6% |
| 7D | +15.0% | -0.4% | +15.5% | +14.6% |
| 30D | +36.8% | -2.1% | +38.9% | +33.7% |
| 3M | -8.5% | -0.7% | -7.8% | -8.5% |
| 6M | +320.7% | +5.6% | +315.2% | +354.1% |
| YTD | +599.7% | +14.6% | +585.1% | +715.6% |
| 1Y | +2,569.2% | +15.3% | +2,553.8% | +2,894.6% |
| All | +2,569.2% | +17.3% | +2,551.9% | +2,894.6% |
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