+504.3%
MUU vs ON
+41.6%
+462.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -1.9% | -12.1% | -11.4% |
| 7D | -35.9% | -5.8% | -30.1% | -29.5% |
| 30D | -47.1% | -17.1% | -30.0% | -31.0% |
| 3M | -29.8% | -11.8% | -18.0% | -18.5% |
| 6M | +16.0% | -30.2% | +46.2% | +125.6% |
| YTD | +286.1% | +31.6% | +254.5% | +234.2% |
| 1Y | +504.3% | +47.6% | +456.8% | +379.6% |
| All | +504.3% | +41.6% | +462.7% | +379.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 1y: compounded portfolio wealth divided by compounded ON 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…
1y analysis · Full analysis span regression · 6 months rolling