+504.3%
MUU vs SPG
+34.3%
+470.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.9% | -16.9% | -10.3% |
| 7D | -35.9% | +8.2% | -44.0% | -28.8% |
| 30D | -47.1% | +13.5% | -60.6% | -37.9% |
| 3M | -29.8% | +2.2% | -32.1% | -24.9% |
| 6M | +16.0% | +15.9% | +0.1% | +26.5% |
| YTD | +286.1% | +27.6% | +258.5% | +326.2% |
| 1Y | +504.3% | +30.9% | +473.4% | +589.0% |
| All | +504.3% | +34.3% | +470.1% | +589.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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