+2,683.6%
MUU vs O
+8.0%
+2,675.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +4.5% |
| 7D | +15.0% | -2.3% | +17.3% | +13.3% |
| 30D | +36.8% | -2.4% | +39.3% | +34.6% |
| 3M | -8.5% | -0.6% | -7.9% | -8.9% |
| 6M | +320.7% | -5.0% | +325.7% | +320.2% |
| YTD | +599.7% | +10.4% | +589.3% | +580.9% |
| 1Y | +2,569.2% | +6.6% | +2,562.6% | +2,521.4% |
| All | +2,683.6% | +8.0% | +2,675.6% | +2,197.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling