+2,423.9%
MUU vs RUN
-47.2%
+2,471.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.9% | -7.4% | -8.8% |
| 7D | +3.6% | -3.4% | +6.9% | +4.4% |
| 30D | +22.3% | -14.0% | +36.3% | +27.4% |
| 3M | -8.2% | -27.5% | +19.3% | +0.7% |
| 6M | +256.3% | -29.0% | +285.3% | +300.9% |
| YTD | +534.4% | -53.1% | +587.5% | +647.7% |
| 1Y | +2,163.5% | -46.7% | +2,210.2% | +2,513.3% |
| All | +2,423.9% | -47.2% | +2,471.1% | +1,889.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling