+2,163.5%
MUU vs ON
+44.2%
+2,119.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.1% | -8.2% | -7.7% |
| 7D | +3.6% | -4.7% | +8.3% | +11.3% |
| 30D | +22.3% | -13.5% | +35.8% | +52.1% |
| 3M | -8.2% | -36.3% | +28.1% | +87.8% |
| 6M | +256.3% | +17.8% | +238.6% | +259.2% |
| YTD | +534.4% | +29.6% | +504.8% | +482.6% |
| 1Y | +2,163.5% | +45.8% | +2,117.7% | +1,722.1% |
| All | +2,163.5% | +44.2% | +2,119.3% | +1,722.1% |
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