+2,683.6%
MUU vs OMC
-18.4%
+2,702.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.5% | +9.0% | +5.6% |
| 7D | +15.0% | -4.2% | +19.3% | +15.2% |
| 30D | +36.8% | -7.5% | +44.3% | +37.0% |
| 3M | -8.5% | +4.6% | -13.1% | -11.7% |
| 6M | +320.7% | -4.8% | +325.6% | +320.2% |
| YTD | +599.7% | -1.0% | +600.7% | +589.9% |
| 1Y | +2,569.2% | +3.8% | +2,565.3% | +2,349.7% |
| All | +2,683.6% | -18.4% | +2,702.0% | +2,512.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling