+1,138.0%
MUU vs D
+31.8%
+1,106.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -0.5% | +13.0% | +12.1% |
| 7D | -27.2% | +0.8% | -27.9% | -26.3% |
| 30D | -54.0% | +10.7% | -64.8% | -50.5% |
| 3M | -41.4% | +2.3% | -43.7% | -39.0% |
| 6M | -42.5% | +12.5% | -54.9% | -38.2% |
| YTD | +211.2% | +20.1% | +191.1% | +236.2% |
| 1Y | +313.4% | +15.6% | +297.8% | +347.8% |
| All | +1,138.0% | +31.8% | +1,106.3% | +1,222.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling