+504.3%
MUU vs MA
+24.3%
+480.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.9% | -17.9% | -7.8% |
| 7D | -35.9% | +10.2% | -46.1% | -24.2% |
| 30D | -47.1% | +19.3% | -66.5% | -30.0% |
| 3M | -29.8% | +18.0% | -47.8% | -7.0% |
| 6M | +16.0% | +33.7% | -17.7% | +94.7% |
| YTD | +286.1% | +18.6% | +267.5% | +603.0% |
| 1Y | +504.3% | +22.5% | +481.8% | +1,024.7% |
| All | +504.3% | +24.3% | +480.1% | +1,024.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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