+1,272.2%
MUU vs MA
+33.9%
+1,238.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.3% | -6.6% | -5.3% |
| 7D | +24.7% | +1.3% | +23.4% | +24.7% |
| 30D | -35.1% | +9.6% | -44.8% | -35.1% |
| 3M | -44.3% | +16.8% | -61.0% | -44.9% |
| 6M | -44.4% | +35.2% | -79.6% | -49.4% |
| YTD | +244.9% | +16.6% | +228.4% | +266.1% |
| 1Y | +365.6% | +19.8% | +345.8% | +374.2% |
| All | +1,272.2% | +33.9% | +1,238.4% | +1,013.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling