+2,569.2%
MUU vs SO
+0.6%
+2,568.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +3.9% |
| 7D | +15.0% | 0.0% | +15.0% | +15.4% |
| 30D | +36.8% | -2.5% | +39.3% | +29.9% |
| 3M | -8.5% | -4.2% | -4.3% | -13.5% |
| 6M | +320.7% | -7.7% | +328.4% | +293.9% |
| YTD | +599.7% | +3.8% | +595.9% | +707.7% |
| 1Y | +2,569.2% | +0.1% | +2,569.1% | +2,571.6% |
| All | +2,569.2% | +0.6% | +2,568.5% | +2,571.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling