+1,000.7%
MUU vs PATH
+6.6%
+994.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.1% | +9.3% | +9.2% |
| 7D | -42.8% | -5.3% | -37.5% | -41.5% |
| 30D | -63.6% | -0.5% | -63.1% | -63.2% |
| 3M | -48.5% | -7.1% | -41.4% | -48.7% |
| 6M | -36.9% | +23.8% | -60.7% | -45.9% |
| YTD | +176.7% | -20.7% | +197.3% | +194.7% |
| 1Y | +266.3% | -8.1% | +274.3% | +238.3% |
| All | +1,000.7% | +6.6% | +994.1% | +681.5% |
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 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