+2,396.1%
MUU vs OMC
-17.7%
+2,413.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.1% |
| 7D | -8.2% | -4.4% | -3.9% | -8.1% |
| 30D | +10.2% | -7.6% | +17.8% | +10.4% |
| 3M | -26.5% | +4.5% | -31.0% | -28.9% |
| 6M | +227.2% | -0.3% | +227.5% | +221.9% |
| YTD | +527.4% | -0.1% | +527.5% | +518.4% |
| 1Y | +1,843.7% | +4.6% | +1,839.0% | +1,685.8% |
| All | +2,396.1% | -17.7% | +2,413.8% | +2,241.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 10y: compounded portfolio wealth divided by compounded OMC 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…
10y analysis · Full analysis span regression · 6 months rolling