+1,843.7%
MUU vs MO
+11.1%
+1,832.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -0.5% |
| 7D | -8.2% | +0.1% | -8.4% | -7.7% |
| 30D | +10.2% | +7.1% | +3.0% | +31.7% |
| 3M | -26.5% | -2.0% | -24.5% | -21.0% |
| 6M | +227.2% | +7.3% | +219.9% | +312.1% |
| YTD | +527.4% | +23.5% | +504.0% | +869.6% |
| 1Y | +1,843.7% | +11.0% | +1,832.7% | +2,430.4% |
| All | +1,843.7% | +11.1% | +1,832.5% | +2,430.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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