+2,538.2%
MUU vs JAAA
+10.2%
+2,528.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | +13.9% | +0.1% | +13.8% | +11.8% |
| 30D | +24.8% | +0.5% | +24.3% | +13.6% |
| 3M | -15.7% | +1.2% | -17.0% | -34.8% |
| 6M | +338.9% | +2.8% | +336.0% | +143.1% |
| YTD | +563.2% | +3.2% | +560.0% | +248.2% |
| 1Y | +2,577.5% | +4.8% | +2,572.7% | +928.4% |
| All | +2,538.2% | +10.2% | +2,528.1% | +747.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling