+2,620.0%
MUU vs IT
-64.0%
+2,684.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -4.6% | +16.2% | +11.0% |
| 7D | +17.4% | -6.0% | +23.4% | +16.5% |
| 30D | +24.0% | 0.0% | +24.0% | +24.2% |
| 3M | -23.9% | +13.1% | -37.0% | -18.3% |
| 6M | +284.4% | +11.7% | +272.7% | +309.5% |
| YTD | +583.7% | -26.1% | +609.8% | +774.6% |
| 1Y | +2,981.5% | -21.3% | +3,002.7% | +3,620.6% |
| All | +2,620.0% | -64.0% | +2,684.1% | +8,257.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 all: compounded portfolio wealth divided by compounded IT 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…
all analysis · Full analysis span regression · 6 months rolling