+235.4%
MUU vs MAS
+34.6%
+200.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -3.4% | -30.9% | -32.5% |
| 7D | -53.2% | +4.6% | -57.8% | -54.2% |
| 30D | -64.1% | +19.9% | -84.0% | -68.4% |
| 3M | -54.1% | +8.9% | -63.0% | -56.6% |
| 6M | -37.7% | +20.2% | -57.8% | -44.7% |
| YTD | +153.4% | +33.9% | +119.5% | +99.1% |
| All | +235.4% | +34.6% | +200.8% | +162.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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