+2,538.2%
MUU vs IR
-24.0%
+2,562.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -0.7% |
| 7D | +13.9% | +0.6% | +13.3% | +13.2% |
| 30D | +24.8% | -13.6% | +38.4% | +52.8% |
| 3M | -15.7% | +3.7% | -19.4% | -20.4% |
| 6M | +338.9% | -13.1% | +351.9% | +426.4% |
| YTD | +563.2% | -5.1% | +568.3% | +542.2% |
| 1Y | +2,577.5% | -6.5% | +2,584.0% | +2,543.4% |
| All | +2,538.2% | -24.0% | +2,562.2% | +3,509.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling