+2,981.5%
MUU vs SGOV
+3.8%
+2,977.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +15.4% |
| 7D | +17.4% | +0.1% | +17.3% | +27.4% |
| 30D | +24.0% | +0.3% | +23.6% | +71.0% |
| 3M | -23.9% | +1.0% | -24.9% | +68.0% |
| 6M | +284.4% | +1.9% | +282.5% | +1,152.9% |
| YTD | +583.7% | +2.5% | +581.2% | +2,317.3% |
| 1Y | +2,981.5% | +3.8% | +2,977.7% | +21,488.0% |
| All | +2,981.5% | +3.8% | +2,977.7% | +21,488.0% |
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