+1,272.2%
MUU vs IR
-13.9%
+1,286.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -4.9% | -4.8% |
| 7D | +24.7% | +2.5% | +22.2% | +20.7% |
| 30D | -35.1% | +9.2% | -44.3% | -41.8% |
| 3M | -44.3% | +0.9% | -45.2% | -45.0% |
| 6M | -44.4% | +19.2% | -63.7% | -56.9% |
| YTD | +244.9% | +7.5% | +237.4% | +181.2% |
| 1Y | +365.6% | +11.7% | +353.9% | +252.2% |
| All | +1,272.2% | -13.9% | +1,286.1% | +1,480.2% |
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