+2,620.0%
MUU vs SO
+5.7%
+2,614.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +10.5% |
| 7D | +17.4% | -0.2% | +17.5% | +17.2% |
| 30D | +24.0% | -4.6% | +28.5% | +15.4% |
| 3M | -23.9% | -3.0% | -20.9% | -25.0% |
| 6M | +284.4% | -8.3% | +292.7% | +263.8% |
| YTD | +583.7% | +3.5% | +580.2% | +640.5% |
| 1Y | +2,981.5% | -0.9% | +2,982.4% | +3,098.7% |
| All | +2,620.0% | +5.7% | +2,614.3% | +3,107.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling