+504.3%
MUU vs MP
-35.7%
+540.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -5.1% | -8.9% | -9.3% |
| 7D | -35.9% | -12.5% | -23.3% | -26.8% |
| 30D | -47.1% | -23.3% | -23.8% | -32.1% |
| 3M | -29.8% | -24.4% | -5.5% | -11.8% |
| 6M | +16.0% | -45.8% | +61.8% | +104.3% |
| YTD | +286.1% | -28.9% | +315.0% | +444.1% |
| 1Y | +504.3% | -34.6% | +538.9% | +782.3% |
| All | +504.3% | -35.7% | +540.0% | +782.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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