+2,620.0%
MUU vs SPG
+35.3%
+2,584.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +12.6% |
| 7D | +17.4% | -2.4% | +19.8% | +20.0% |
| 30D | +24.0% | -6.8% | +30.8% | +32.7% |
| 3M | -23.9% | +2.7% | -26.6% | -32.8% |
| 6M | +284.4% | +5.5% | +279.0% | +224.6% |
| YTD | +583.7% | +15.7% | +568.0% | +386.3% |
| 1Y | +2,981.5% | +20.9% | +2,960.6% | +1,864.5% |
| All | +2,620.0% | +35.3% | +2,584.7% | +1,373.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling