+2,683.6%
MUU vs SPG
+33.6%
+2,650.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +7.9% | +7.9% |
| 7D | +15.0% | -1.7% | +16.7% | +16.5% |
| 30D | +36.8% | -6.3% | +43.1% | +45.0% |
| 3M | -8.5% | -2.4% | -6.1% | -12.4% |
| 6M | +320.7% | +9.6% | +311.1% | +229.8% |
| YTD | +599.7% | +14.2% | +585.5% | +402.8% |
| 1Y | +2,569.2% | +19.3% | +2,549.9% | +1,619.1% |
| All | +2,683.6% | +33.6% | +2,650.0% | +1,422.8% |
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