+1,843.7%
MUU vs JPM
+20.5%
+1,823.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.5% |
| 7D | -8.2% | -0.7% | -7.6% | -7.9% |
| 30D | +10.2% | -2.5% | +12.6% | +11.4% |
| 3M | -26.5% | +14.1% | -40.7% | -29.5% |
| 6M | +227.2% | +25.1% | +202.1% | +193.9% |
| YTD | +527.4% | +12.1% | +515.3% | +509.7% |
| 1Y | +1,843.7% | +18.8% | +1,824.9% | +1,647.6% |
| All | +1,843.7% | +20.5% | +1,823.2% | +1,647.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JPM.
Daily Out/Under-Performance
Portfolio return minus JPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JPM 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 1y: compounded portfolio wealth divided by compounded JPM 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…
1y analysis · Full analysis span regression · 6 months rolling