+1,272.2%
MUU vs OPEN
-32.8%
+1,305.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.6% | -1.6% | -4.5% |
| 7D | +24.7% | -15.0% | +39.7% | +28.9% |
| 30D | -35.1% | -40.2% | +5.1% | -28.7% |
| 3M | -44.3% | -67.4% | +23.1% | -30.8% |
| 6M | -44.4% | -74.0% | +29.6% | -27.9% |
| YTD | +244.9% | -79.6% | +324.5% | +364.4% |
| 1Y | +365.6% | -86.1% | +451.7% | +563.8% |
| All | +1,272.2% | -32.8% | +1,305.0% | +1,435.8% |
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