+2,683.6%
MUU vs MSI
+0.4%
+2,683.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.6% |
| 7D | +15.0% | -4.0% | +19.0% | +15.4% |
| 30D | +36.8% | -0.5% | +37.3% | +36.5% |
| 3M | -8.5% | +11.4% | -19.9% | -11.0% |
| 6M | +320.7% | +1.0% | +319.8% | +332.3% |
| YTD | +599.7% | +20.7% | +579.0% | +503.6% |
| 1Y | +2,569.2% | -2.7% | +2,571.9% | +2,792.0% |
| All | +2,683.6% | +0.4% | +2,683.1% | +2,485.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling