+1,138.0%
MUU vs PATH
+6.4%
+1,131.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -0.2% | +12.6% | +12.5% |
| 7D | -27.2% | -2.7% | -24.5% | -26.3% |
| 30D | -54.0% | -3.7% | -50.3% | -53.1% |
| 3M | -41.4% | -13.8% | -27.7% | -40.1% |
| 6M | -42.5% | +20.3% | -62.8% | -49.7% |
| YTD | +211.2% | -20.8% | +232.0% | +231.6% |
| 1Y | +313.4% | -9.2% | +322.6% | +285.6% |
| All | +1,138.0% | +6.4% | +1,131.6% | +779.4% |
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 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