+2,683.6%
MUU vs SBAC
-16.8%
+2,700.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +4.7% |
| 7D | +15.0% | +0.2% | +14.9% | +15.3% |
| 30D | +36.8% | +3.9% | +33.0% | +41.1% |
| 3M | -8.5% | -8.2% | -0.3% | -7.9% |
| 6M | +320.7% | -2.8% | +323.5% | +330.2% |
| YTD | +599.7% | -1.5% | +601.2% | +630.9% |
| 1Y | +2,569.2% | 0.0% | +2,569.2% | +2,723.9% |
| All | +2,683.6% | -16.8% | +2,700.4% | +2,710.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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