+2,981.5%
MUU vs IR
-1.2%
+2,982.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.3% | +10.3% | +10.4% |
| 7D | +17.4% | -2.8% | +20.2% | +20.5% |
| 30D | +24.0% | -15.1% | +39.1% | +44.0% |
| 3M | -23.9% | +6.1% | -30.0% | -27.3% |
| 6M | +284.4% | -16.8% | +301.2% | +340.7% |
| YTD | +583.7% | -3.5% | +587.3% | +558.2% |
| 1Y | +2,981.5% | -3.5% | +2,985.0% | +3,097.8% |
| All | +2,981.5% | -1.2% | +2,982.7% | +3,097.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 1y: compounded portfolio wealth divided by compounded IR 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…
1y analysis · Full analysis span regression · 6 months rolling