+1,106.1%
MUU vs MS
+83.3%
+1,022.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -3.1% |
| 7D | -32.5% | +0.8% | -33.3% | -31.5% |
| 30D | -55.2% | -0.7% | -54.5% | -52.8% |
| 3M | -40.7% | -12.4% | -28.4% | -20.7% |
| 6M | -43.9% | -1.7% | -42.2% | -35.8% |
| YTD | +203.2% | +8.0% | +195.1% | +183.8% |
| 1Y | +257.0% | +16.2% | +240.8% | +191.0% |
| All | +1,106.1% | +83.3% | +1,022.8% | +373.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling