+2,620.0%
MUU vs SLB
+36.1%
+2,583.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.2% | +11.4% | +11.4% |
| 7D | +17.4% | +0.8% | +16.5% | +16.4% |
| 30D | +24.0% | +15.8% | +8.1% | +5.2% |
| 3M | -23.9% | -0.3% | -23.5% | -23.3% |
| 6M | +284.4% | +21.3% | +263.1% | +198.2% |
| YTD | +583.7% | +52.3% | +531.4% | +275.9% |
| 1Y | +2,981.5% | +63.6% | +2,917.9% | +1,413.3% |
| All | +2,620.0% | +36.1% | +2,583.9% | +1,714.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling