+2,620.0%
MUU vs PL
+767.0%
+1,853.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.3% | +12.9% | +12.2% |
| 7D | +17.4% | -9.3% | +26.7% | +22.3% |
| 30D | +24.0% | -18.9% | +42.9% | +36.0% |
| 3M | -23.9% | -58.4% | +34.5% | +13.0% |
| 6M | +284.4% | -30.3% | +314.7% | +358.0% |
| YTD | +583.7% | -8.1% | +591.8% | +617.1% |
| 1Y | +2,981.5% | +180.5% | +2,801.0% | +1,768.3% |
| All | +2,620.0% | +767.0% | +1,853.1% | +694.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling