+390.7%
MUU vs IR
+10.4%
+380.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -0.9% | +25.1% | +25.0% |
| 7D | -2.5% | +1.1% | -3.6% | -2.2% |
| 30D | -39.7% | +7.6% | -47.3% | -42.4% |
| 3M | -27.4% | +0.1% | -27.5% | -26.6% |
| 6M | -38.4% | +14.0% | -52.4% | -44.4% |
| YTD | +276.4% | +7.5% | +269.0% | +230.1% |
| 1Y | +390.7% | +10.1% | +380.6% | +337.3% |
| All | +390.7% | +10.4% | +380.3% | +337.3% |
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