+2,620.0%
MUU vs GEN
+15.8%
+2,604.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.2% | +13.8% | +12.7% |
| 7D | +17.4% | -1.2% | +18.6% | +18.0% |
| 30D | +24.0% | +10.1% | +13.8% | +16.8% |
| 3M | -23.9% | +16.1% | -40.0% | -32.9% |
| 6M | +284.4% | +38.9% | +245.6% | +180.2% |
| YTD | +583.7% | +14.4% | +569.3% | +504.5% |
| 1Y | +2,981.5% | +5.9% | +2,975.6% | +2,927.1% |
| All | +2,620.0% | +15.8% | +2,604.2% | +2,237.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling