+2,538.2%
MUU vs SN
+61.3%
+2,476.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -4.0% |
| 7D | +13.9% | +0.1% | +13.8% | +13.6% |
| 30D | +24.8% | -5.6% | +30.4% | +30.7% |
| 3M | -15.7% | +48.1% | -63.8% | -45.7% |
| 6M | +338.9% | +57.6% | +281.2% | +165.5% |
| YTD | +563.2% | +56.5% | +506.6% | +307.5% |
| 1Y | +2,577.5% | +52.6% | +2,524.9% | +1,584.2% |
| All | +2,538.2% | +61.3% | +2,476.9% | +1,276.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling