+2,423.9%
MUU vs JAAA
+10.2%
+2,413.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -8.9% |
| 7D | +3.6% | +0.1% | +3.5% | +2.1% |
| 30D | +22.3% | +0.4% | +21.9% | +11.9% |
| 3M | -8.2% | +1.2% | -9.4% | -28.9% |
| 6M | +256.3% | +2.7% | +253.7% | +104.8% |
| YTD | +534.4% | +3.2% | +531.2% | +233.3% |
| 1Y | +2,163.5% | +4.8% | +2,158.7% | +773.4% |
| All | +2,423.9% | +10.2% | +2,413.7% | +711.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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