+1,397.6%
MUU vs SPG
+53.3%
+1,344.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.1% | +24.1% | +24.1% |
| 7D | -2.5% | +2.7% | -5.2% | -4.1% |
| 30D | -39.7% | +16.6% | -56.3% | -47.6% |
| 3M | -27.4% | +8.1% | -35.5% | -32.6% |
| 6M | -38.4% | +19.3% | -57.8% | -53.8% |
| YTD | +276.4% | +31.1% | +245.4% | +138.0% |
| 1Y | +390.7% | +32.8% | +358.0% | +203.1% |
| All | +1,397.6% | +53.3% | +1,344.3% | +621.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling