+504.3%
MUU vs SGOV
+3.1%
+501.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | 0.0% | -14.0% | -14.0% |
| 7D | -35.9% | -0.2% | -35.6% | -34.8% |
| 30D | -47.1% | 0.0% | -47.1% | -41.5% |
| 3M | -29.8% | +0.3% | -30.2% | +29.3% |
| 6M | +16.0% | +1.2% | +14.8% | +288.2% |
| YTD | +286.1% | +2.5% | +283.6% | +1,218.9% |
| 1Y | +504.3% | +3.1% | +501.2% | +842.9% |
| All | +504.3% | +3.1% | +501.2% | +842.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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