+2,620.0%
MUU vs MSCI
-2.7%
+2,622.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.3% | +11.9% | +11.6% |
| 7D | +17.4% | +0.4% | +17.0% | +17.3% |
| 30D | +24.0% | +0.6% | +23.4% | +23.9% |
| 3M | -23.9% | -7.1% | -16.8% | -23.9% |
| 6M | +284.4% | +0.8% | +283.6% | +252.1% |
| YTD | +583.7% | +1.0% | +582.7% | +530.9% |
| 1Y | +2,981.5% | +4.3% | +2,977.2% | +2,538.8% |
| All | +2,620.0% | -2.7% | +2,622.8% | +2,096.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling