+2,620.0%
MUU vs MAS
-9.4%
+2,629.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.8% | +9.8% | +9.7% |
| 7D | +17.4% | -0.8% | +18.1% | +18.5% |
| 30D | +24.0% | -5.6% | +29.5% | +31.1% |
| 3M | -23.9% | +4.4% | -28.3% | -28.0% |
| 6M | +284.4% | +7.2% | +277.2% | +250.6% |
| YTD | +583.7% | +16.1% | +567.6% | +437.9% |
| 1Y | +2,981.5% | +0.1% | +2,981.4% | +2,839.5% |
| All | +2,620.0% | -9.4% | +2,629.4% | +2,787.4% |
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