+365.6%
MUU vs MS
+15.2%
+350.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.8% | -6.0% | -6.8% |
| 7D | +24.7% | +5.1% | +19.6% | +14.1% |
| 30D | -35.1% | +5.7% | -40.8% | -38.9% |
| 3M | -44.3% | -12.2% | -32.1% | -25.9% |
| 6M | -44.4% | -0.5% | -43.9% | -34.8% |
| YTD | +244.9% | +9.8% | +235.1% | +235.1% |
| 1Y | +365.6% | +17.7% | +347.9% | +276.7% |
| All | +365.6% | +15.2% | +350.5% | +276.7% |
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