+2,396.1%
MUU vs RUN
-47.6%
+2,443.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | -8.2% | -3.7% | -4.5% | -7.4% |
| 30D | +10.2% | -13.0% | +23.2% | +14.4% |
| 3M | -26.5% | -31.8% | +5.3% | -18.2% |
| 6M | +227.2% | -32.2% | +259.4% | +271.7% |
| YTD | +527.4% | -53.5% | +580.9% | +641.2% |
| 1Y | +1,843.7% | -46.5% | +1,890.2% | +2,145.5% |
| All | +2,396.1% | -47.6% | +2,443.7% | +1,871.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling