+2,620.0%
MUU vs RF
+43.1%
+2,576.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +11.7% |
| 7D | +17.4% | +1.3% | +16.1% | +15.5% |
| 30D | +24.0% | -3.6% | +27.6% | +29.1% |
| 3M | -23.9% | +8.1% | -32.0% | -34.5% |
| 6M | +284.4% | +11.5% | +273.0% | +209.3% |
| YTD | +583.7% | +15.6% | +568.1% | +401.7% |
| 1Y | +2,981.5% | +15.7% | +2,965.8% | +2,148.1% |
| All | +2,620.0% | +43.1% | +2,576.9% | +1,186.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling