+266.5%
MUU vs P
+10.7%
+255.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +6.3% | +6.2% | +5.9% |
| 7D | -27.2% | -9.6% | -17.5% | -14.6% |
| 30D | -54.0% | -33.4% | -20.6% | -27.4% |
| 3M | -41.4% | +14.2% | -55.6% | -49.0% |
| 6M | -42.5% | +31.6% | -74.0% | -53.7% |
| YTD | +211.2% | +53.5% | +157.7% | +125.9% |
| All | +266.5% | +10.7% | +255.8% | +206.8% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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