+390.7%
MUU vs PATH
-6.5%
+397.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +2.4% | +21.8% | +24.4% |
| 7D | -2.5% | -2.7% | +0.2% | -3.0% |
| 30D | -39.7% | -1.4% | -38.4% | -39.9% |
| 3M | -27.4% | -16.4% | -11.0% | -29.2% |
| 6M | -38.4% | +23.3% | -61.7% | -35.0% |
| YTD | +276.4% | -19.8% | +296.3% | +333.8% |
| 1Y | +390.7% | -8.6% | +399.3% | +474.7% |
| All | +390.7% | -6.5% | +397.3% | +474.7% |
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