+365.6%
MUU vs MSI
+37.5%
+328.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.4% | -5.1% |
| 7D | +24.7% | +3.2% | +21.4% | +28.8% |
| 30D | -35.1% | +17.6% | -52.7% | -19.4% |
| 3M | -44.3% | +14.5% | -58.8% | -31.5% |
| 6M | -44.4% | +34.3% | -78.7% | -19.8% |
| YTD | +244.9% | +39.7% | +205.2% | +391.1% |
| 1Y | +365.6% | +40.2% | +325.4% | +735.8% |
| All | +365.6% | +37.5% | +328.1% | +735.8% |
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