+974.8%
MUU vs SOLS
+17.0%
+957.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.0% |
| 7D | -8.2% | -3.5% | -4.8% | -4.2% |
| 30D | +10.2% | -1.0% | +11.1% | +10.6% |
| 3M | -26.5% | -24.1% | -2.4% | +5.1% |
| 6M | +227.2% | -18.0% | +245.2% | +355.5% |
| YTD | +527.4% | +27.1% | +500.4% | +576.1% |
| All | +974.8% | +17.0% | +957.7% | +1,063.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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