+2,423.9%
MUU vs SO
+5.3%
+2,418.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.7% | -8.7% | -10.4% |
| 7D | +3.6% | -1.1% | +4.7% | +1.8% |
| 30D | +22.3% | -3.7% | +26.1% | +15.6% |
| 3M | -8.2% | -5.9% | -2.3% | -13.9% |
| 6M | +256.3% | -7.3% | +263.7% | +239.6% |
| YTD | +534.4% | +3.1% | +531.3% | +582.8% |
| 1Y | +2,163.5% | -1.0% | +2,164.5% | +2,242.5% |
| All | +2,423.9% | +5.3% | +2,418.6% | +2,857.4% |
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