+2,683.6%
MUU vs OPEN
+69.5%
+2,614.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.3% | +7.8% | +6.0% |
| 7D | +15.0% | -2.9% | +17.9% | +15.7% |
| 30D | +36.8% | -13.8% | +50.6% | +40.8% |
| 3M | -8.5% | -30.9% | +22.4% | -2.2% |
| 6M | +320.7% | -40.9% | +361.7% | +363.5% |
| YTD | +599.7% | -48.5% | +648.2% | +688.2% |
| 1Y | +2,569.2% | -50.9% | +2,620.1% | +2,779.1% |
| All | +2,683.6% | +69.5% | +2,614.1% | +2,506.9% |
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