+359.1%
MUU vs OPEN
-85.5%
+444.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.5% | +6.2% | +1.3% |
| 7D | +43.7% | -31.0% | +74.7% | +66.8% |
| 30D | -37.2% | -41.5% | +4.2% | -20.2% |
| 3M | -36.1% | -64.6% | +28.5% | +7.3% |
| 6M | -35.7% | -73.8% | +38.1% | +24.8% |
| YTD | +264.0% | -78.8% | +342.8% | +683.3% |
| 1Y | +359.1% | -86.8% | +445.9% | +1,163.0% |
| All | +359.1% | -85.5% | +444.6% | +1,163.0% |
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