+2,620.0%
MUU vs PATH
+24.5%
+2,595.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -16.6% | +28.2% | +16.4% |
| 7D | +17.4% | -16.3% | +33.7% | +22.4% |
| 30D | +24.0% | +9.9% | +14.0% | +17.4% |
| 3M | -23.9% | +30.2% | -54.1% | -33.6% |
| 6M | +284.4% | +37.2% | +247.2% | +217.7% |
| YTD | +583.7% | -7.3% | +591.0% | +594.7% |
| 1Y | +2,981.5% | +40.0% | +2,941.5% | +1,828.1% |
| All | +2,620.0% | +24.5% | +2,595.5% | +1,742.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling