+1,272.2%
MUU vs SO
+12.3%
+1,259.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.2% | -6.5% | -3.2% |
| 7D | +24.7% | +1.4% | +23.3% | +27.1% |
| 30D | -35.1% | +4.7% | -39.9% | -28.5% |
| 3M | -44.3% | +1.7% | -46.0% | -40.8% |
| 6M | -44.4% | +2.2% | -46.6% | -38.1% |
| YTD | +244.9% | +10.0% | +235.0% | +322.5% |
| 1Y | +365.6% | +6.0% | +359.6% | +452.1% |
| All | +1,272.2% | +12.3% | +1,259.9% | +1,730.1% |
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