+504.3%
MUU vs RF
+25.4%
+478.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.5% | -15.5% | -13.8% |
| 7D | -35.9% | +2.3% | -38.1% | -35.7% |
| 30D | -47.1% | +7.2% | -54.4% | -46.9% |
| 3M | -29.8% | -8.2% | -21.6% | -29.0% |
| 6M | +16.0% | +7.0% | +9.0% | +10.9% |
| YTD | +286.1% | +10.3% | +275.8% | +231.5% |
| 1Y | +504.3% | +25.1% | +479.3% | +329.1% |
| All | +504.3% | +25.4% | +478.9% | +329.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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