+1,843.7%
MUU vs MAR
+28.2%
+1,815.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.4% |
| 7D | -8.2% | -0.5% | -7.7% | -8.1% |
| 30D | +10.2% | -5.4% | +15.6% | +10.9% |
| 3M | -26.5% | -15.5% | -11.0% | -24.1% |
| 6M | +227.2% | +3.0% | +224.3% | +204.3% |
| YTD | +527.4% | +8.5% | +518.9% | +469.9% |
| 1Y | +1,843.7% | +26.0% | +1,817.7% | +1,709.3% |
| All | +1,843.7% | +28.2% | +1,815.5% | +1,709.3% |
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