+2,538.2%
MUU vs SHOP
+62.8%
+2,475.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -7.6% | +4.6% | +0.8% |
| 7D | +13.9% | -4.1% | +18.0% | +16.2% |
| 30D | +24.8% | -11.5% | +36.3% | +32.0% |
| 3M | -15.7% | +21.1% | -36.8% | -28.6% |
| 6M | +338.9% | +3.0% | +335.9% | +293.4% |
| YTD | +563.2% | -16.7% | +579.8% | +583.2% |
| 1Y | +2,577.5% | -8.3% | +2,585.8% | +2,492.7% |
| All | +2,538.2% | +62.8% | +2,475.4% | +1,549.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 3y: compounded portfolio wealth divided by compounded SHOP 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…
3y analysis · Full analysis span regression · 6 months rolling