+1,138.0%
MUU vs S
-4.2%
+1,142.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +8.0% | +4.4% | +7.8% |
| 7D | -27.2% | +1.6% | -28.7% | -26.1% |
| 30D | -54.0% | -10.5% | -43.6% | -49.9% |
| 3M | -41.4% | +9.9% | -51.3% | -44.4% |
| 6M | -42.5% | +41.8% | -84.2% | -56.5% |
| YTD | +211.2% | +56.8% | +154.4% | +111.6% |
| 1Y | +313.4% | +39.0% | +274.4% | +208.5% |
| All | +1,138.0% | -4.2% | +1,142.2% | +1,102.2% |
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