+1,843.7%
MUU vs SHAK
-34.9%
+1,878.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.2% | -4.3% | -2.1% |
| 7D | -8.2% | -8.3% | +0.1% | -5.9% |
| 30D | +10.2% | -12.6% | +22.8% | +14.9% |
| 3M | -26.5% | +9.1% | -35.6% | -29.6% |
| 6M | +227.2% | -31.2% | +258.5% | +265.6% |
| YTD | +527.4% | -21.6% | +549.0% | +525.2% |
| 1Y | +1,843.7% | -38.8% | +1,882.5% | +2,115.2% |
| All | +1,843.7% | -34.9% | +1,878.5% | +2,115.2% |
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