+284.4%
MUU vs MAS
+7.5%
+276.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.8% | +9.8% | +9.6% |
| 7D | +17.4% | -0.8% | +18.1% | +18.5% |
| 30D | +24.0% | -5.6% | +29.5% | +31.4% |
| 3M | -23.9% | +4.4% | -28.3% | -28.6% |
| 6M | +284.4% | +7.2% | +277.2% | +232.8% |
| All | +284.4% | +7.5% | +276.9% | +232.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling