+2,538.2%
MUU vs MO
+52.2%
+2,486.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -4.9% |
| 7D | +13.9% | -2.0% | +15.9% | +9.9% |
| 30D | +24.8% | -0.3% | +25.1% | +25.6% |
| 3M | -15.7% | -2.9% | -12.8% | -11.6% |
| 6M | +338.9% | +5.8% | +333.1% | +422.9% |
| YTD | +563.2% | +22.0% | +541.1% | +828.8% |
| 1Y | +2,577.5% | +10.7% | +2,566.8% | +3,352.4% |
| All | +2,538.2% | +52.2% | +2,486.0% | +5,173.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling