+2,620.0%
MUU vs D
+25.9%
+2,594.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.4% | +13.0% | +11.0% |
| 7D | +17.4% | +0.4% | +16.9% | +17.6% |
| 30D | +24.0% | -3.6% | +27.5% | +22.1% |
| 3M | -23.9% | -1.0% | -22.9% | -23.9% |
| 6M | +284.4% | +6.3% | +278.1% | +292.6% |
| YTD | +583.7% | +14.7% | +569.0% | +602.3% |
| 1Y | +2,981.5% | +16.9% | +2,964.5% | +3,050.6% |
| All | +2,620.0% | +25.9% | +2,594.2% | +2,662.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling