+1,106.1%
MUU vs REPL
+100.3%
+1,005.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.6% | -7.2% | -2.9% |
| 7D | -32.5% | +12.7% | -45.2% | -32.9% |
| 30D | -55.2% | +73.5% | -128.7% | -56.7% |
| 3M | -40.7% | +70.3% | -111.0% | -42.7% |
| 6M | -43.9% | +472.0% | -515.9% | -51.3% |
| YTD | +203.2% | +139.5% | +63.7% | +163.9% |
| 1Y | +257.0% | +167.3% | +89.7% | +208.3% |
| All | +1,106.1% | +100.3% | +1,005.7% | +783.2% |
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