+390.7%
MUU vs S
+38.7%
+352.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +1.5% | +22.7% | +23.8% |
| 7D | -2.5% | +1.2% | -3.7% | -1.9% |
| 30D | -39.7% | -7.3% | -32.4% | -39.1% |
| 3M | -27.4% | +5.9% | -33.3% | -25.7% |
| 6M | -38.4% | +45.6% | -84.1% | -40.5% |
| YTD | +276.4% | +58.5% | +217.9% | +261.3% |
| 1Y | +390.7% | +37.6% | +353.1% | +376.0% |
| All | +390.7% | +38.7% | +352.1% | +376.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling