+2,620.0%
MUU vs SHOP
+76.2%
+2,543.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +11.9% |
| 7D | +17.4% | -5.1% | +22.5% | +20.4% |
| 30D | +24.0% | +0.6% | +23.4% | +22.9% |
| 3M | -23.9% | +25.0% | -48.9% | -35.4% |
| 6M | +284.4% | +11.9% | +272.5% | +231.0% |
| YTD | +583.7% | -9.9% | +593.6% | +577.6% |
| 1Y | +2,981.5% | 0.0% | +2,981.5% | +2,755.3% |
| All | +2,620.0% | +76.2% | +2,543.9% | +1,536.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling