+504.3%
MUU vs SLB
+45.4%
+458.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -1.1% | -12.9% | -13.5% |
| 7D | -35.9% | -4.1% | -31.8% | -34.5% |
| 30D | -47.1% | +2.5% | -49.7% | -47.5% |
| 3M | -29.8% | +2.0% | -31.9% | -29.7% |
| 6M | +16.0% | -6.3% | +22.4% | +24.0% |
| YTD | +286.1% | +36.5% | +249.5% | +247.7% |
| 1Y | +504.3% | +46.2% | +458.1% | +437.6% |
| All | +504.3% | +45.4% | +458.9% | +437.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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