+2,981.5%
MUU vs QSR
+33.2%
+2,948.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +11.5% |
| 7D | +17.4% | +2.4% | +14.9% | +19.3% |
| 30D | +24.0% | +7.6% | +16.3% | +29.9% |
| 3M | -23.9% | +12.6% | -36.5% | -16.2% |
| 6M | +284.4% | +14.4% | +270.1% | +327.6% |
| YTD | +583.7% | +19.6% | +564.1% | +678.1% |
| 1Y | +2,981.5% | +33.9% | +2,947.6% | +2,975.8% |
| All | +2,981.5% | +33.2% | +2,948.2% | +2,975.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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