+2,981.5%
MUU vs OPEN
-38.6%
+3,020.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.6% | +11.0% | +11.4% |
| 7D | +17.4% | -4.3% | +21.6% | +18.8% |
| 30D | +24.0% | -16.2% | +40.2% | +30.0% |
| 3M | -23.9% | -36.4% | +12.5% | -14.2% |
| 6M | +284.4% | -35.5% | +319.9% | +329.6% |
| YTD | +583.7% | -46.0% | +629.7% | +694.5% |
| 1Y | +2,981.5% | -47.1% | +3,028.6% | +3,465.0% |
| All | +2,981.5% | -38.6% | +3,020.1% | +3,465.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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