+2,620.0%
MUU vs SM
-12.3%
+2,632.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.5% | +14.1% | +12.6% |
| 7D | +17.4% | +0.1% | +17.3% | +17.1% |
| 30D | +24.0% | +26.3% | -2.3% | +12.9% |
| 3M | -23.9% | +8.7% | -32.6% | -27.5% |
| 6M | +284.4% | +51.7% | +232.7% | +167.3% |
| YTD | +583.7% | +99.0% | +484.7% | +269.4% |
| 1Y | +2,981.5% | +34.6% | +2,946.9% | +2,230.9% |
| All | +2,620.0% | -12.3% | +2,632.3% | +2,822.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling