+986.7%
MUU vs SOLS
+17.1%
+969.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.7% | -6.6% | -6.1% |
| 7D | +3.6% | +0.3% | +3.2% | +3.5% |
| 30D | +22.3% | +0.9% | +21.5% | +20.1% |
| 3M | -8.2% | -20.7% | +12.5% | +25.7% |
| 6M | +256.3% | -17.7% | +274.0% | +394.4% |
| YTD | +534.4% | +27.1% | +507.3% | +583.2% |
| All | +986.7% | +17.1% | +969.6% | +1,075.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling