+504.3%
MUU vs SPGI
+3.2%
+501.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.4% | -17.4% | -10.0% |
| 7D | -35.9% | +7.2% | -43.1% | -29.5% |
| 30D | -47.1% | +23.2% | -70.3% | -32.0% |
| 3M | -29.8% | +17.0% | -46.9% | -13.7% |
| 6M | +16.0% | +20.4% | -4.4% | +57.2% |
| YTD | +286.1% | -1.9% | +288.0% | +471.1% |
| 1Y | +504.3% | +2.9% | +501.4% | +952.6% |
| All | +504.3% | +3.2% | +501.1% | +952.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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