+2,620.0%
MUU vs SMR
-17.3%
+2,637.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +11.8% |
| 7D | +17.4% | +4.4% | +13.0% | +15.0% |
| 30D | +24.0% | +3.4% | +20.5% | +21.0% |
| 3M | -23.9% | -19.2% | -4.7% | -12.9% |
| 6M | +284.4% | -22.6% | +307.1% | +345.2% |
| YTD | +583.7% | -31.5% | +615.3% | +716.2% |
| 1Y | +2,981.5% | -73.1% | +3,054.6% | +4,642.7% |
| All | +2,620.0% | -17.3% | +2,637.3% | +2,305.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling