+2,683.6%
MUU vs M
+51.2%
+2,632.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.2% | +9.7% | +9.1% |
| 7D | +15.0% | -4.1% | +19.1% | +19.0% |
| 30D | +36.8% | -13.6% | +50.4% | +53.4% |
| 3M | -8.5% | -2.3% | -6.2% | -9.1% |
| 6M | +320.7% | +21.9% | +298.8% | +241.6% |
| YTD | +599.7% | -0.6% | +600.3% | +578.9% |
| 1Y | +2,569.2% | +29.7% | +2,539.5% | +1,942.2% |
| All | +2,683.6% | +51.2% | +2,632.4% | +1,576.9% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 10y: compounded portfolio wealth divided by compounded M 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…
10y analysis · Full analysis span regression · 6 months rolling