+942.1%
MUU vs Q
+71.3%
+870.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.7% | +9.9% | +8.6% |
| 7D | +17.4% | +0.2% | +17.1% | +17.2% |
| 30D | +24.0% | -11.1% | +35.1% | +51.9% |
| 3M | -23.9% | -22.1% | -1.8% | +41.5% |
| 6M | +284.4% | +0.5% | +283.9% | +423.6% |
| YTD | +583.7% | +47.8% | +535.9% | +505.0% |
| All | +942.1% | +71.3% | +870.8% | +949.2% |
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