+2,396.1%
MUU vs NYT
+23.5%
+2,372.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.0% |
| 7D | -8.2% | -0.6% | -7.6% | -8.3% |
| 30D | +10.2% | +4.6% | +5.6% | +11.0% |
| 3M | -26.5% | -9.6% | -16.9% | -27.0% |
| 6M | +227.2% | -14.0% | +241.2% | +226.4% |
| YTD | +527.4% | -2.8% | +530.3% | +491.9% |
| 1Y | +1,843.7% | +15.6% | +1,828.1% | +1,595.2% |
| All | +2,396.1% | +23.5% | +2,372.6% | +1,694.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 all: compounded portfolio wealth divided by compounded NYT 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…
all analysis · Full analysis span regression · 6 months rolling