+2,683.6%
MUU vs S
-20.8%
+2,704.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.5% | +5.5% |
| 7D | +15.0% | -1.2% | +16.3% | +15.9% |
| 30D | +36.8% | -12.6% | +49.4% | +45.1% |
| 3M | -8.5% | +27.6% | -36.1% | -27.4% |
| 6M | +320.7% | +35.5% | +285.3% | +207.2% |
| YTD | +599.7% | +29.6% | +570.1% | +418.3% |
| 1Y | +2,569.2% | +8.1% | +2,561.1% | +2,200.7% |
| All | +2,683.6% | -20.8% | +2,704.4% | +2,845.4% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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