+2,163.5%
MUU vs SM
+51.5%
+2,112.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.5% | -9.9% | -9.1% |
| 7D | +3.6% | +2.1% | +1.4% | +4.6% |
| 30D | +22.3% | +18.1% | +4.2% | +30.5% |
| 3M | -8.2% | +17.0% | -25.2% | +2.2% |
| 6M | +256.3% | +55.4% | +200.9% | +306.9% |
| YTD | +534.4% | +108.6% | +425.9% | +638.4% |
| 1Y | +2,163.5% | +45.7% | +2,117.8% | +2,991.3% |
| All | +2,163.5% | +51.5% | +2,112.0% | +2,991.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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