+2,569.2%
MUU vs SN
+47.1%
+2,522.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.3% | +8.8% | +8.1% |
| 7D | +15.0% | -3.4% | +18.4% | +17.8% |
| 30D | +36.8% | -9.1% | +45.9% | +46.2% |
| 3M | -8.5% | +31.8% | -40.3% | -30.6% |
| 6M | +320.7% | +52.0% | +268.7% | +180.9% |
| YTD | +599.7% | +51.3% | +548.4% | +372.0% |
| 1Y | +2,569.2% | +46.9% | +2,522.3% | +1,769.5% |
| All | +2,569.2% | +47.1% | +2,522.1% | +1,769.5% |
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