+2,683.6%
MUU vs MSCI
-5.9%
+2,689.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.6% | +4.9% | +5.5% |
| 7D | +15.0% | -1.1% | +16.1% | +15.2% |
| 30D | +36.8% | -1.2% | +38.0% | +36.9% |
| 3M | -8.5% | -8.4% | -0.1% | -9.5% |
| 6M | +320.7% | -1.0% | +321.8% | +281.7% |
| YTD | +599.7% | -2.3% | +601.9% | +547.8% |
| 1Y | +2,569.2% | -1.2% | +2,570.3% | +2,273.0% |
| All | +2,683.6% | -5.9% | +2,689.4% | +2,155.0% |
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