+966.4%
MUU vs Q
+78.4%
+888.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.8% | +3.7% | +2.4% |
| 7D | +15.0% | +6.6% | +8.4% | +3.0% |
| 30D | +36.8% | -6.6% | +43.4% | +53.8% |
| 3M | -8.5% | -13.2% | +4.7% | +40.6% |
| 6M | +320.7% | +9.9% | +310.8% | +398.9% |
| YTD | +599.7% | +53.9% | +545.7% | +475.9% |
| All | +966.4% | +78.4% | +888.0% | +898.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling