+2,423.9%
MUU vs MTB
+41.1%
+2,382.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.4% | -9.8% | -9.8% |
| 7D | +3.6% | -0.4% | +4.0% | +4.0% |
| 30D | +22.3% | -4.6% | +26.9% | +28.9% |
| 3M | -8.2% | +7.4% | -15.6% | -21.3% |
| 6M | +256.3% | +18.7% | +237.7% | +156.1% |
| YTD | +534.4% | +21.1% | +513.3% | +332.7% |
| 1Y | +2,163.5% | +24.1% | +2,139.4% | +1,365.8% |
| All | +2,423.9% | +41.1% | +2,382.7% | +1,196.6% |
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