+2,396.1%
MUU vs OSCR
+81.9%
+2,314.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | -8.2% | +1.6% | -9.8% | -8.7% |
| 30D | +10.2% | +10.7% | -0.5% | +7.6% |
| 3M | -26.5% | +13.4% | -39.9% | -29.5% |
| 6M | +227.2% | +144.6% | +82.7% | +148.6% |
| YTD | +527.4% | +128.0% | +399.4% | +382.9% |
| 1Y | +1,843.7% | +68.7% | +1,775.0% | +1,465.0% |
| All | +2,396.1% | +81.9% | +2,314.2% | +1,597.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 all: compounded portfolio wealth divided by compounded OSCR 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…
all analysis · Full analysis span regression · 6 months rolling