+1,272.2%
MUU vs ROP
-10.5%
+1,282.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.4% | -5.7% | -5.0% |
| 7D | +24.7% | +0.7% | +24.0% | +25.2% |
| 30D | -35.1% | +28.8% | -63.9% | -24.6% |
| 3M | -44.3% | +21.1% | -65.3% | -36.6% |
| 6M | -44.4% | +52.5% | -97.0% | -38.4% |
| YTD | +244.9% | +8.9% | +236.1% | +411.3% |
| 1Y | +365.6% | +8.2% | +357.4% | +594.6% |
| All | +1,272.2% | -10.5% | +1,282.7% | +2,894.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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