+2,981.5%
MUU vs MSI
-0.7%
+2,982.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +10.9% |
| 7D | +17.4% | -3.7% | +21.1% | +14.2% |
| 30D | +24.0% | +6.8% | +17.1% | +31.3% |
| 3M | -23.9% | +14.3% | -38.2% | -14.0% |
| 6M | +284.4% | -1.6% | +286.0% | +340.1% |
| YTD | +583.7% | +22.8% | +560.9% | +665.3% |
| 1Y | +2,981.5% | -1.1% | +2,982.6% | +3,844.9% |
| All | +2,981.5% | -0.7% | +2,982.2% | +3,844.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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