+359.1%
MUU vs SPG
+32.6%
+326.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.8% |
| 7D | +43.7% | +3.1% | +40.5% | +47.8% |
| 30D | -37.2% | +16.4% | -53.7% | -26.1% |
| 3M | -36.1% | +7.1% | -43.1% | -29.2% |
| 6M | -35.7% | +16.1% | -51.8% | -30.3% |
| YTD | +264.0% | +30.4% | +233.6% | +279.6% |
| 1Y | +359.1% | +33.0% | +326.1% | +380.2% |
| All | +359.1% | +32.6% | +326.5% | +380.2% |
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