+2,538.2%
MUU vs M
+57.8%
+2,480.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.6% | -0.4% | -0.8% |
| 7D | +13.9% | +2.4% | +11.6% | +11.9% |
| 30D | +24.8% | -11.6% | +36.4% | +37.8% |
| 3M | -15.7% | +1.6% | -17.4% | -18.7% |
| 6M | +338.9% | +25.2% | +313.7% | +249.1% |
| YTD | +563.2% | +3.8% | +559.4% | +522.3% |
| 1Y | +2,577.5% | +36.3% | +2,541.2% | +1,869.5% |
| All | +2,538.2% | +57.8% | +2,480.4% | +1,437.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling