+2,396.1%
MUU vs MO
+54.0%
+2,342.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -0.6% |
| 7D | -8.2% | +0.1% | -8.4% | -7.8% |
| 30D | +10.2% | +7.1% | +3.0% | +26.9% |
| 3M | -26.5% | -2.0% | -24.5% | -21.8% |
| 6M | +227.2% | +7.3% | +219.9% | +300.5% |
| YTD | +527.4% | +23.5% | +504.0% | +800.4% |
| 1Y | +1,843.7% | +11.0% | +1,832.7% | +2,449.9% |
| All | +2,396.1% | +54.0% | +2,342.1% | +5,012.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling