+1,106.1%
MUU vs OPEN
-26.0%
+1,132.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -7.1% | +4.5% | -1.2% |
| 7D | -32.5% | -24.7% | -7.8% | -29.0% |
| 30D | -55.2% | -41.0% | -14.2% | -50.7% |
| 3M | -40.7% | -62.4% | +21.6% | -28.6% |
| 6M | -43.9% | -73.9% | +29.9% | -27.7% |
| YTD | +203.2% | -77.5% | +280.7% | +299.8% |
| 1Y | +257.0% | -83.6% | +340.6% | +392.9% |
| All | +1,106.1% | -26.0% | +1,132.1% | +1,222.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling