+504.3%
MUU vs PATH
-10.3%
+514.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.9% | -16.9% | -13.6% |
| 7D | -35.9% | -4.8% | -31.1% | -36.2% |
| 30D | -47.1% | +2.7% | -49.8% | -46.9% |
| 3M | -29.8% | -4.2% | -25.7% | -30.1% |
| 6M | +16.0% | +24.7% | -8.7% | +22.9% |
| YTD | +286.1% | -17.6% | +303.7% | +347.4% |
| 1Y | +504.3% | -5.3% | +509.7% | +565.1% |
| All | +504.3% | -10.3% | +514.6% | +565.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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