+1,272.2%
MUU vs REPL
+88.4%
+1,183.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.8% | -5.2% |
| 7D | +24.7% | +1.2% | +23.4% | +24.5% |
| 30D | -35.1% | +92.2% | -127.3% | -37.7% |
| 3M | -44.3% | +44.1% | -88.4% | -45.7% |
| 6M | -44.4% | +313.0% | -357.4% | -50.6% |
| YTD | +244.9% | +125.2% | +119.7% | +201.1% |
| 1Y | +365.6% | +143.8% | +221.8% | +304.2% |
| All | +1,272.2% | +88.4% | +1,183.8% | +907.6% |
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