+2,396.1%
MUU vs SGOV
+8.0%
+2,388.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | 0.0% |
| 7D | -8.2% | 0.0% | -8.3% | -5.6% |
| 30D | +10.2% | +0.3% | +9.9% | +31.6% |
| 3M | -26.5% | +0.9% | -27.4% | +20.2% |
| 6M | +227.2% | +1.8% | +225.4% | +622.0% |
| YTD | +527.4% | +2.5% | +524.9% | +1,527.8% |
| 1Y | +1,843.7% | +3.8% | +1,839.9% | +6,815.2% |
| All | +2,396.1% | +8.0% | +2,388.1% | +20,032.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling