+504.3%
MUU vs SHAK
-21.2%
+525.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.8% | -17.8% | -14.8% |
| 7D | -35.9% | +8.3% | -44.2% | -37.3% |
| 30D | -47.1% | +16.7% | -63.8% | -49.5% |
| 3M | -29.8% | +10.0% | -39.8% | -31.8% |
| 6M | +16.0% | -23.8% | +39.8% | +27.9% |
| YTD | +286.1% | -10.3% | +296.4% | +251.7% |
| 1Y | +504.3% | -22.9% | +527.2% | +630.5% |
| All | +504.3% | -21.2% | +525.6% | +630.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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