-44.4%
MUU vs O
-3.0%
-41.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.7% | -4.5% | -8.3% |
| 7D | +24.7% | -0.4% | +25.0% | +22.0% |
| 30D | -35.1% | +7.1% | -42.3% | -10.4% |
| 3M | -44.3% | -5.2% | -39.0% | -53.6% |
| 6M | -44.4% | -1.8% | -42.7% | -38.5% |
| All | -44.4% | -3.0% | -41.5% | -38.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling