+2,981.5%
MUU vs SAN
+58.9%
+2,922.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.8% | +12.4% | +12.9% |
| 7D | +17.4% | +1.8% | +15.6% | +13.9% |
| 30D | +24.0% | +2.0% | +22.0% | +19.8% |
| 3M | -23.9% | +19.7% | -43.6% | -40.4% |
| 6M | +284.4% | +30.6% | +253.8% | +173.7% |
| YTD | +583.7% | +28.8% | +554.9% | +368.7% |
| 1Y | +2,981.5% | +57.8% | +2,923.7% | +1,586.5% |
| All | +2,981.5% | +58.9% | +2,922.5% | +1,586.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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