+504.3%
MUU vs GEN
+20.2%
+484.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.0% | -18.0% | -12.3% |
| 7D | -35.9% | +26.9% | -62.7% | -28.8% |
| 30D | -47.1% | +38.6% | -85.8% | -39.6% |
| 3M | -29.8% | +9.7% | -39.6% | -25.1% |
| 6M | +16.0% | +58.9% | -42.9% | +19.4% |
| YTD | +286.1% | +15.3% | +270.7% | +210.3% |
| 1Y | +504.3% | +21.8% | +482.5% | +405.3% |
| All | +504.3% | +20.2% | +484.2% | +405.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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