+504.3%
MUU vs Q
+19.7%
+484.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -0.1% | -13.9% | -13.8% |
| 7D | -35.9% | -3.3% | -32.6% | -31.5% |
| 30D | -47.1% | -9.7% | -37.4% | -35.8% |
| 3M | -29.8% | -16.1% | -13.7% | -3.3% |
| 6M | +16.0% | -15.7% | +31.7% | +99.1% |
| YTD | +286.1% | +45.7% | +240.3% | +237.1% |
| 1Y | +504.3% | +18.0% | +486.3% | +527.3% |
| All | +504.3% | +19.7% | +484.6% | +527.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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