+257.0%
MUU vs SN
+140.3%
+116.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -1.7% |
| 7D | -32.5% | +7.6% | -40.0% | -35.6% |
| 30D | -55.2% | +22.4% | -77.7% | -61.6% |
| 3M | -40.7% | +21.7% | -62.4% | -49.4% |
| 6M | -43.9% | +102.8% | -146.8% | -71.7% |
| YTD | +203.2% | +102.4% | +100.8% | +50.6% |
| 1Y | +257.0% | +139.0% | +118.0% | +52.3% |
| All | +257.0% | +140.3% | +116.7% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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