+365.6%
MUU vs ON
+45.4%
+320.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.6% | -1.6% | +0.1% |
| 7D | +24.7% | +12.2% | +12.4% | +6.9% |
| 30D | -35.1% | -3.1% | -32.0% | -27.2% |
| 3M | -44.3% | -12.9% | -31.4% | -29.2% |
| 6M | -44.4% | -38.6% | -5.8% | +31.7% |
| YTD | +244.9% | +31.2% | +213.7% | +238.6% |
| 1Y | +365.6% | +47.6% | +318.0% | +325.0% |
| All | +365.6% | +45.4% | +320.2% | +325.0% |
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