+1,138.0%
MUU vs SLB
+19.3%
+1,118.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +0.9% | +11.6% | +11.5% |
| 7D | -27.2% | -3.7% | -23.5% | -22.7% |
| 30D | -54.0% | +2.9% | -57.0% | -54.2% |
| 3M | -41.4% | +0.2% | -41.7% | -41.2% |
| 6M | -42.5% | -4.4% | -38.0% | -39.8% |
| YTD | +211.2% | +33.4% | +177.8% | +99.3% |
| 1Y | +313.4% | +40.8% | +272.6% | +142.1% |
| All | +1,138.0% | +19.3% | +1,118.8% | +862.0% |
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