+2,981.5%
MUU vs SNY
+2.0%
+2,979.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.2% | +11.8% | +11.5% |
| 7D | +17.4% | -1.3% | +18.7% | +16.6% |
| 30D | +24.0% | +3.4% | +20.5% | +26.3% |
| 3M | -23.9% | -0.3% | -23.6% | -22.8% |
| 6M | +284.4% | +1.0% | +283.4% | +289.5% |
| YTD | +583.7% | -3.6% | +587.4% | +627.6% |
| 1Y | +2,981.5% | +3.0% | +2,978.5% | +2,705.5% |
| All | +2,981.5% | +2.0% | +2,979.4% | +2,705.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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