+359.1%
MUU vs PL
+10.1%
+349.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -1.6% |
| 7D | +43.7% | +22.3% | +21.4% | +29.0% |
| 30D | -37.2% | -8.3% | -28.9% | -32.3% |
| 3M | -36.1% | -43.3% | +7.2% | -14.5% |
| 6M | -35.7% | -65.8% | +30.1% | +5.5% |
| YTD | +264.0% | -29.5% | +293.5% | +438.3% |
| 1Y | +359.1% | +11.7% | +347.4% | +574.7% |
| All | +359.1% | +10.1% | +349.0% | +574.7% |
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