+365.6%
MUU vs MAR
+47.1%
+318.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.9% | -5.2% |
| 7D | +24.7% | +1.6% | +23.1% | +24.6% |
| 30D | -35.1% | +13.8% | -49.0% | -35.5% |
| 3M | -44.3% | +20.3% | -64.5% | -45.0% |
| 6M | -44.4% | +21.3% | -65.7% | -47.7% |
| YTD | +244.9% | +37.2% | +207.7% | +193.5% |
| 1Y | +365.6% | +48.4% | +317.2% | +291.5% |
| All | +365.6% | +47.1% | +318.5% | +291.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 MAR 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