+359.1%
MUU vs MS
+15.5%
+343.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.6% | -1.8% |
| 7D | +43.7% | +3.7% | +40.0% | +34.9% |
| 30D | -37.2% | +2.0% | -39.2% | -36.4% |
| 3M | -36.1% | -12.6% | -23.5% | -14.0% |
| 6M | -35.7% | -0.3% | -35.5% | -24.5% |
| YTD | +264.0% | +9.0% | +255.0% | +258.5% |
| 1Y | +359.1% | +13.9% | +345.2% | +314.0% |
| All | +359.1% | +15.5% | +343.6% | +314.0% |
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