+2,538.2%
MUU vs S
-20.9%
+2,559.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -1.7% |
| 7D | +13.9% | -5.8% | +19.7% | +17.6% |
| 30D | +24.8% | -9.2% | +34.0% | +29.1% |
| 3M | -15.7% | +23.4% | -39.1% | -31.5% |
| 6M | +338.9% | +36.9% | +302.0% | +217.8% |
| YTD | +563.2% | +29.5% | +533.6% | +391.4% |
| 1Y | +2,577.5% | +5.4% | +2,572.1% | +2,264.8% |
| All | +2,538.2% | -20.9% | +2,559.1% | +2,692.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling