+1,843.7%
MUU vs MTB
+24.6%
+1,819.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.1% |
| 7D | -8.2% | 0.0% | -8.2% | -8.2% |
| 30D | +10.2% | -4.8% | +15.0% | +10.4% |
| 3M | -26.5% | +6.0% | -32.5% | -29.1% |
| 6M | +227.2% | +19.6% | +207.6% | +189.4% |
| YTD | +527.4% | +21.5% | +505.9% | +449.0% |
| 1Y | +1,843.7% | +24.7% | +1,819.0% | +1,430.7% |
| All | +1,843.7% | +24.6% | +1,819.1% | +1,430.7% |
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