+2,683.6%
MUU vs RUN
-46.1%
+2,729.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.6% | +10.1% | +6.8% |
| 7D | +15.0% | -1.8% | +16.8% | +15.4% |
| 30D | +36.8% | -10.8% | +47.6% | +40.9% |
| 3M | -8.5% | -30.2% | +21.7% | +1.4% |
| 6M | +320.7% | -22.3% | +343.1% | +364.2% |
| YTD | +599.7% | -52.2% | +651.9% | +719.7% |
| 1Y | +2,569.2% | -45.1% | +2,614.3% | +2,958.3% |
| All | +2,683.6% | -46.1% | +2,729.7% | +2,080.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling