+1,138.0%
MUU vs MSCI
+9.7%
+1,128.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +0.8% | +11.6% | +12.4% |
| 7D | -27.2% | +1.5% | -28.6% | -27.0% |
| 30D | -54.0% | +14.4% | -68.4% | -54.4% |
| 3M | -41.4% | +15.2% | -56.6% | -42.0% |
| 6M | -42.5% | +11.2% | -53.7% | -46.1% |
| YTD | +211.2% | +13.9% | +197.3% | +185.0% |
| 1Y | +313.4% | +12.5% | +300.9% | +282.4% |
| All | +1,138.0% | +9.7% | +1,128.3% | +892.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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