+391.4%
MUU vs PATH
-8.5%
+399.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.3% |
| 7D | +43.7% | +0.7% | +43.0% | +43.7% |
| 30D | -37.2% | -1.1% | -36.1% | -37.4% |
| 3M | -36.1% | -14.2% | -21.9% | -37.5% |
| 6M | -35.7% | +30.9% | -66.6% | -32.3% |
| YTD | +264.0% | -20.1% | +284.1% | +319.2% |
| All | +391.4% | -8.5% | +399.8% | +456.5% |
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