+2,683.6%
MUU vs SMR
-7.8%
+2,691.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.3% | +8.8% | +7.0% |
| 7D | +15.0% | +13.1% | +2.0% | +7.4% |
| 30D | +36.8% | +17.8% | +19.1% | +24.4% |
| 3M | -8.5% | +8.1% | -16.6% | -9.7% |
| 6M | +320.7% | -11.1% | +331.8% | +352.0% |
| YTD | +599.7% | -23.7% | +623.4% | +685.4% |
| 1Y | +2,569.2% | -69.4% | +2,638.6% | +3,741.5% |
| All | +2,683.6% | -7.8% | +2,691.4% | +2,214.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 3y: compounded portfolio wealth divided by compounded SMR 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…
3y analysis · Full analysis span regression · 6 months rolling