+2,423.9%
MUU vs SPG
+33.7%
+2,390.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.1% | -9.4% | -9.4% |
| 7D | +3.6% | -2.2% | +5.8% | +5.4% |
| 30D | +22.3% | -5.8% | +28.1% | +28.9% |
| 3M | -8.2% | -2.8% | -5.4% | -11.6% |
| 6M | +256.3% | +8.9% | +247.5% | +182.2% |
| YTD | +534.4% | +14.3% | +520.1% | +355.5% |
| 1Y | +2,163.5% | +19.5% | +2,144.0% | +1,354.3% |
| All | +2,423.9% | +33.7% | +2,390.2% | +1,279.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling