+1,272.2%
MUU vs PATH
+8.8%
+1,263.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.3% | -6.5% | -5.6% |
| 7D | +24.7% | +2.1% | +22.6% | +24.0% |
| 30D | -35.1% | +1.6% | -36.8% | -34.9% |
| 3M | -44.3% | -20.4% | -23.8% | -41.2% |
| 6M | -44.4% | +40.1% | -84.6% | -54.6% |
| YTD | +244.9% | -19.0% | +264.0% | +265.4% |
| 1Y | +365.6% | -5.8% | +371.4% | +327.3% |
| All | +1,272.2% | +8.8% | +1,263.4% | +869.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling