+2,538.2%
MUU vs SO
+6.8%
+2,531.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -1.5% |
| 7D | +13.9% | +1.0% | +12.9% | +15.9% |
| 30D | +24.8% | -3.2% | +28.0% | +18.9% |
| 3M | -15.7% | -1.7% | -14.0% | -15.9% |
| 6M | +338.9% | -7.2% | +346.1% | +322.5% |
| YTD | +563.2% | +4.6% | +558.6% | +629.7% |
| 1Y | +2,577.5% | +1.2% | +2,576.3% | +2,751.2% |
| All | +2,538.2% | +6.8% | +2,531.5% | +3,060.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling