+1,436.0%
MUU vs MAS
+8.2%
+1,427.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.6% | -19.6% | -19.0% |
| 7D | -35.9% | +14.2% | -50.0% | -44.8% |
| 30D | -47.1% | +26.8% | -73.9% | -59.9% |
| 3M | -29.8% | +13.1% | -43.0% | -40.2% |
| 6M | +16.0% | +27.9% | -11.9% | -13.4% |
| YTD | +286.1% | +38.7% | +247.4% | +145.5% |
| 1Y | +504.3% | +40.4% | +464.0% | +273.5% |
| All | +1,436.0% | +8.2% | +1,427.8% | +1,217.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling