+2,396.1%
MUU vs OPEN
+57.6%
+2,338.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -8.2% | -11.4% | +3.2% | -6.0% |
| 30D | +10.2% | -20.1% | +30.2% | +15.2% |
| 3M | -26.5% | -37.6% | +11.1% | -19.8% |
| 6M | +227.2% | -47.1% | +274.3% | +268.3% |
| YTD | +527.4% | -52.1% | +579.6% | +617.6% |
| 1Y | +1,843.7% | -73.5% | +1,917.2% | +2,274.3% |
| All | +2,396.1% | +57.6% | +2,338.5% | +2,273.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling