+2,396.1%
MUU vs REPL
+11.2%
+2,384.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.0% |
| 7D | -8.2% | -14.1% | +5.9% | -7.5% |
| 30D | +10.2% | -15.2% | +25.4% | +11.0% |
| 3M | -26.5% | +49.9% | -76.4% | -29.3% |
| 6M | +227.2% | +63.5% | +163.7% | +192.6% |
| YTD | +527.4% | +32.9% | +494.5% | +466.0% |
| 1Y | +1,843.7% | +115.0% | +1,728.7% | +1,551.1% |
| All | +2,396.1% | +11.2% | +2,384.9% | +1,793.8% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 10y: compounded portfolio wealth divided by compounded REPL 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…
10y analysis · Full analysis span regression · 6 months rolling