+2,396.1%
MUU vs QSR
+16.6%
+2,379.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.1% |
| 7D | -8.2% | -4.0% | -4.2% | -8.5% |
| 30D | +10.2% | +2.8% | +7.4% | +10.4% |
| 3M | -26.5% | +5.1% | -31.6% | -26.2% |
| 6M | +227.2% | +8.8% | +218.4% | +223.4% |
| YTD | +527.4% | +14.8% | +512.6% | +503.3% |
| 1Y | +1,843.7% | +25.7% | +1,817.9% | +1,643.0% |
| All | +2,396.1% | +16.6% | +2,379.5% | +2,139.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling