+1,397.6%
MUU vs SO
+12.6%
+1,385.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.2% | +24.0% | +24.5% |
| 7D | -2.5% | +0.8% | -3.3% | -1.2% |
| 30D | -39.7% | +7.8% | -47.6% | -30.3% |
| 3M | -27.4% | +2.9% | -30.3% | -21.6% |
| 6M | -38.4% | +2.5% | -40.9% | -31.0% |
| YTD | +276.4% | +10.3% | +266.2% | +363.1% |
| 1Y | +390.7% | +6.4% | +384.4% | +484.2% |
| All | +1,397.6% | +12.6% | +1,385.0% | +1,905.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 10y: compounded portfolio wealth divided by compounded SO 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…
10y analysis · Full analysis span regression · 6 months rolling