+2,423.9%
MUU vs S
-19.3%
+2,443.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.9% | -11.2% | -10.4% |
| 7D | +3.6% | +0.1% | +3.5% | +3.4% |
| 30D | +22.3% | -11.8% | +34.1% | +29.0% |
| 3M | -8.2% | +33.9% | -42.1% | -29.8% |
| 6M | +256.3% | +40.1% | +216.2% | +154.3% |
| YTD | +534.4% | +32.1% | +502.3% | +364.5% |
| 1Y | +2,163.5% | +11.0% | +2,152.4% | +1,813.5% |
| All | +2,423.9% | -19.3% | +2,443.2% | +2,539.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling