+2,981.5%
MUU vs MS
+49.4%
+2,932.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.3% | +11.3% | +11.1% |
| 7D | +17.4% | +1.4% | +16.0% | +14.4% |
| 30D | +24.0% | -0.3% | +24.2% | +23.8% |
| 3M | -23.9% | +0.3% | -24.2% | -20.3% |
| 6M | +284.4% | +31.3% | +253.1% | +173.2% |
| YTD | +583.7% | +24.7% | +559.1% | +408.9% |
| 1Y | +2,981.5% | +47.9% | +2,933.6% | +1,738.2% |
| All | +2,981.5% | +49.4% | +2,932.1% | +1,738.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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