+2,577.5%
MUU vs MSCI
+0.3%
+2,577.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.8% | +0.8% | -6.1% |
| 7D | +13.9% | -2.1% | +16.0% | +12.0% |
| 30D | +24.8% | -1.7% | +26.5% | +23.7% |
| 3M | -15.7% | -8.2% | -7.5% | -16.2% |
| 6M | +338.9% | -2.4% | +341.3% | +330.1% |
| YTD | +563.2% | -2.8% | +566.0% | +572.8% |
| 1Y | +2,577.5% | -2.7% | +2,580.2% | +2,640.4% |
| All | +2,577.5% | +0.3% | +2,577.2% | +2,640.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling