+2,538.2%
MUU vs SLB
+35.2%
+2,503.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.3% |
| 7D | +13.9% | +0.4% | +13.5% | +13.5% |
| 30D | +24.8% | +13.6% | +11.2% | +8.4% |
| 3M | -15.7% | +1.5% | -17.2% | -18.9% |
| 6M | +338.9% | +23.0% | +315.9% | +233.2% |
| YTD | +563.2% | +51.2% | +511.9% | +267.4% |
| 1Y | +2,577.5% | +63.5% | +2,514.0% | +1,213.0% |
| All | +2,538.2% | +35.2% | +2,503.1% | +1,673.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling