+1,348.1%
MUU vs GEN
+12.2%
+1,335.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -2.6% |
| 7D | +43.7% | -3.0% | +46.6% | +44.7% |
| 30D | -37.2% | +24.7% | -61.9% | -41.6% |
| 3M | -36.1% | +4.1% | -40.2% | -37.4% |
| 6M | -35.7% | +36.0% | -71.8% | -52.5% |
| YTD | +264.0% | +10.9% | +253.1% | +229.0% |
| 1Y | +359.1% | +12.2% | +346.9% | +303.4% |
| All | +1,348.1% | +12.2% | +1,335.9% | +1,172.4% |
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