+2,396.1%
MUU vs INFY
-48.0%
+2,444.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -0.9% |
| 7D | -8.2% | -5.4% | -2.8% | -8.9% |
| 30D | +10.2% | -9.9% | +20.0% | +8.8% |
| 3M | -26.5% | -4.6% | -21.9% | -27.7% |
| 6M | +227.2% | -18.5% | +245.7% | +243.0% |
| YTD | +527.4% | -36.5% | +564.0% | +717.1% |
| 1Y | +1,843.7% | -32.8% | +1,876.4% | +2,180.1% |
| All | +2,396.1% | -48.0% | +2,444.0% | +3,327.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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