+2,396.1%
MUU vs GEN
+14.4%
+2,381.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.6% |
| 7D | -8.2% | -1.3% | -7.0% | -7.6% |
| 30D | +10.2% | +6.1% | +4.0% | +6.2% |
| 3M | -26.5% | +27.0% | -53.5% | -40.9% |
| 6M | +227.2% | +43.9% | +183.4% | +130.3% |
| YTD | +527.4% | +13.0% | +514.4% | +458.3% |
| 1Y | +1,843.7% | +4.0% | +1,839.6% | +1,839.5% |
| All | +2,396.1% | +14.4% | +2,381.7% | +2,059.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling