+1,272.2%
MUU vs MTB
+30.6%
+1,241.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.6% | -5.8% | -6.0% |
| 7D | +24.7% | +1.5% | +23.1% | +22.7% |
| 30D | -35.1% | +2.3% | -37.5% | -36.6% |
| 3M | -44.3% | -12.1% | -32.1% | -35.2% |
| 6M | -44.4% | +9.8% | -54.2% | -55.5% |
| YTD | +244.9% | +12.0% | +232.9% | +158.2% |
| 1Y | +365.6% | +22.0% | +343.6% | +198.7% |
| All | +1,272.2% | +30.6% | +1,241.7% | +673.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling