+2,538.2%
MUU vs GEN
+12.7%
+2,525.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.3% | -1.6% |
| 7D | +13.9% | -0.7% | +14.6% | +14.2% |
| 30D | +24.8% | +2.6% | +22.1% | +22.4% |
| 3M | -15.7% | +15.8% | -31.5% | -26.5% |
| 6M | +338.9% | +33.1% | +305.7% | +229.8% |
| YTD | +563.2% | +11.3% | +551.9% | +495.0% |
| 1Y | +2,577.5% | +1.7% | +2,575.8% | +2,631.4% |
| All | +2,538.2% | +12.7% | +2,525.6% | +2,201.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling