+266.3%
MUU vs PL
-3.5%
+269.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +10.4% | -1.2% | +3.4% |
| 7D | -42.8% | -6.8% | -35.9% | -38.9% |
| 30D | -63.6% | -29.3% | -34.3% | -55.1% |
| 3M | -48.5% | -44.8% | -3.8% | -29.3% |
| 6M | -36.9% | -68.4% | +31.4% | +10.3% |
| YTD | +176.7% | -36.4% | +213.0% | +324.5% |
| 1Y | +266.3% | +0.7% | +265.5% | +419.4% |
| All | +266.3% | -3.5% | +269.8% | +419.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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