+908.0%
MUU vs PATH
+6.6%
+901.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -3.7% | -30.7% | -33.2% |
| 7D | -53.2% | -5.6% | -47.6% | -52.2% |
| 30D | -64.1% | -0.7% | -63.4% | -63.7% |
| 3M | -54.1% | -5.9% | -48.2% | -54.4% |
| 6M | -37.7% | +21.6% | -59.2% | -46.0% |
| YTD | +153.4% | -20.6% | +174.0% | +169.8% |
| 1Y | +237.5% | -10.6% | +248.1% | +218.8% |
| All | +908.0% | +6.6% | +901.4% | +615.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling