+266.3%
MUU vs RF
+21.0%
+245.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.4% | +9.5% | +9.2% |
| 7D | -42.8% | -0.9% | -41.9% | -42.6% |
| 30D | -63.6% | +6.0% | -69.7% | -63.4% |
| 3M | -48.5% | -8.9% | -39.6% | -48.0% |
| 6M | -36.9% | +2.3% | -39.3% | -38.6% |
| YTD | +176.7% | +7.6% | +169.1% | +139.7% |
| 1Y | +266.3% | +21.2% | +245.1% | +177.4% |
| All | +266.3% | +21.0% | +245.2% | +177.4% |
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