+1,272.2%
MUU vs P
+105.3%
+1,166.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.9% | -3.3% | -3.2% |
| 7D | +24.7% | +11.6% | +13.1% | +11.9% |
| 30D | -35.1% | -23.7% | -11.5% | -8.4% |
| 3M | -44.3% | -8.0% | -36.3% | -37.6% |
| 6M | -44.4% | +27.9% | -72.3% | -54.1% |
| YTD | +244.9% | +61.2% | +183.8% | +128.1% |
| 1Y | +365.6% | +28.6% | +337.0% | +257.6% |
| All | +1,272.2% | +105.3% | +1,166.9% | +550.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling