+390.7%
MUU vs MAS
+39.3%
+351.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.1% | +24.0% | +24.1% |
| 7D | -2.5% | -1.8% | -0.7% | -0.4% |
| 30D | -39.7% | +23.6% | -63.3% | -48.0% |
| 3M | -27.4% | +12.4% | -39.9% | -33.0% |
| 6M | -38.4% | +21.9% | -60.3% | -45.9% |
| YTD | +276.4% | +36.1% | +240.3% | +187.5% |
| 1Y | +390.7% | +39.5% | +351.2% | +273.3% |
| All | +390.7% | +39.3% | +351.4% | +273.3% |
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