+1,000.7%
MUU vs MSCI
+8.8%
+991.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.3% | +11.5% | +9.3% |
| 7D | -42.8% | +2.8% | -45.6% | -42.7% |
| 30D | -63.6% | +15.4% | -79.0% | -64.0% |
| 3M | -48.5% | +13.4% | -61.9% | -49.0% |
| 6M | -36.9% | +10.9% | -47.8% | -41.3% |
| YTD | +176.7% | +13.0% | +163.7% | +153.4% |
| 1Y | +266.3% | +12.0% | +254.2% | +237.4% |
| All | +1,000.7% | +8.8% | +991.8% | +782.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling