+2,981.5%
MUU vs MTB
+23.4%
+2,958.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +11.6% |
| 7D | +17.4% | +1.7% | +15.6% | +17.4% |
| 30D | +24.0% | -4.2% | +28.1% | +23.9% |
| 3M | -23.9% | +8.9% | -32.8% | -27.2% |
| 6M | +284.4% | +10.9% | +273.6% | +265.6% |
| YTD | +583.7% | +21.5% | +562.2% | +512.8% |
| 1Y | +2,981.5% | +21.9% | +2,959.6% | +2,321.3% |
| All | +2,981.5% | +23.4% | +2,958.1% | +2,321.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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