+2,683.6%
MUU vs GEN
+12.5%
+2,671.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.6% |
| 7D | +15.0% | -2.9% | +17.9% | +16.6% |
| 30D | +36.8% | +2.1% | +34.8% | +34.6% |
| 3M | -8.5% | +19.7% | -28.2% | -22.9% |
| 6M | +320.7% | +33.3% | +287.5% | +215.6% |
| YTD | +599.7% | +11.1% | +588.6% | +528.3% |
| 1Y | +2,569.2% | +3.0% | +2,566.2% | +2,561.2% |
| All | +2,683.6% | +12.5% | +2,671.1% | +2,330.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling