+2,620.0%
MUU vs MA
+17.1%
+2,603.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +11.8% |
| 7D | +17.4% | -2.7% | +20.1% | +18.0% |
| 30D | +24.0% | +1.5% | +22.4% | +23.3% |
| 3M | -23.9% | +20.4% | -44.3% | -30.4% |
| 6M | +284.4% | +11.1% | +273.3% | +268.9% |
| YTD | +583.7% | +2.0% | +581.8% | +629.0% |
| 1Y | +2,981.5% | -2.2% | +2,983.6% | +3,353.1% |
| All | +2,620.0% | +17.1% | +2,603.0% | +2,118.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling