+257.0%
MUU vs D
+16.4%
+240.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.3% |
| 7D | -32.5% | +2.4% | -34.8% | -29.0% |
| 30D | -55.2% | +10.9% | -66.2% | -45.9% |
| 3M | -40.7% | +2.8% | -43.6% | -34.7% |
| 6M | -43.9% | +12.7% | -56.6% | -30.8% |
| YTD | +203.2% | +20.3% | +182.8% | +317.4% |
| 1Y | +257.0% | +17.1% | +239.9% | +385.1% |
| All | +257.0% | +16.4% | +240.6% | +385.1% |
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