+2,423.9%
MUU vs O
+7.0%
+2,416.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -9.9% |
| 7D | +3.6% | -3.5% | +7.1% | +1.1% |
| 30D | +22.3% | -3.3% | +25.7% | +19.6% |
| 3M | -8.2% | -2.8% | -5.4% | -9.4% |
| 6M | +256.3% | -5.8% | +262.1% | +253.5% |
| YTD | +534.4% | +9.4% | +525.0% | +513.3% |
| 1Y | +2,163.5% | +5.7% | +2,157.8% | +2,107.7% |
| All | +2,423.9% | +7.0% | +2,416.8% | +1,968.9% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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