+2,396.4%
MUU vs SAN
+49.8%
+2,346.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +7.4% |
| 7D | +15.0% | -0.5% | +15.5% | +15.5% |
| 30D | +36.8% | -0.1% | +36.9% | +36.4% |
| 3M | -8.5% | +19.6% | -28.1% | -29.1% |
| 6M | +320.7% | +32.7% | +288.1% | +192.9% |
| YTD | +599.7% | +26.7% | +573.0% | +386.8% |
| All | +2,396.4% | +49.8% | +2,346.6% | +1,206.3% |
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