+1,000.7%
MUU vs MS
+77.3%
+923.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.5% | +9.7% | +10.3% |
| 7D | -42.8% | -1.6% | -41.2% | -39.5% |
| 30D | -63.6% | -3.8% | -59.8% | -59.2% |
| 3M | -48.5% | -14.6% | -33.9% | -27.8% |
| 6M | -36.9% | -5.1% | -31.9% | -22.3% |
| YTD | +176.7% | +4.5% | +172.1% | +175.8% |
| 1Y | +266.3% | +13.5% | +252.7% | +212.3% |
| All | +1,000.7% | +77.3% | +923.4% | +359.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling