+504.3%
MUU vs RUN
-53.7%
+558.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.3% | -15.3% | -14.6% |
| 7D | -35.9% | +18.5% | -54.3% | -41.6% |
| 30D | -47.1% | +15.5% | -62.6% | -51.6% |
| 3M | -29.8% | -20.3% | -9.5% | -22.5% |
| 6M | +16.0% | -30.8% | +46.8% | +43.3% |
| YTD | +286.1% | -52.2% | +338.3% | +378.1% |
| 1Y | +504.3% | -53.9% | +558.2% | +647.9% |
| All | +504.3% | -53.7% | +558.1% | +647.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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