+365.6%
MUU vs ROP
+6.9%
+358.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.4% | -5.7% | -4.5% |
| 7D | +24.7% | +0.7% | +24.0% | +26.3% |
| 30D | -35.1% | +28.8% | -63.9% | +4.4% |
| 3M | -44.3% | +21.1% | -65.3% | -18.7% |
| 6M | -44.4% | +52.5% | -97.0% | +23.8% |
| YTD | +244.9% | +8.9% | +236.1% | +533.9% |
| 1Y | +365.6% | +8.2% | +357.4% | +754.3% |
| All | +365.6% | +6.9% | +358.7% | +754.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling