+867.0%
MUU vs Q
+75.4%
+791.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.7% | -7.6% | -6.3% |
| 7D | +3.6% | +4.1% | -0.5% | -3.1% |
| 30D | +22.3% | -10.7% | +33.1% | +49.6% |
| 3M | -8.2% | -11.7% | +3.5% | +38.6% |
| 6M | +256.3% | +8.3% | +248.0% | +335.2% |
| YTD | +534.4% | +51.3% | +483.1% | +439.4% |
| All | +867.0% | +75.4% | +791.6% | +835.3% |
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