+2,569.2%
MUU vs IR
-8.0%
+2,577.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.0% | +7.5% | +7.4% |
| 7D | +15.0% | -1.9% | +16.9% | +17.1% |
| 30D | +36.8% | -15.0% | +51.9% | +58.2% |
| 3M | -8.5% | -0.4% | -8.1% | -7.7% |
| 6M | +320.7% | -15.0% | +335.8% | +376.0% |
| YTD | +599.7% | -7.1% | +606.7% | +597.8% |
| 1Y | +2,569.2% | -7.5% | +2,576.7% | +2,757.5% |
| All | +2,569.2% | -8.0% | +2,577.2% | +2,757.5% |
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