+2,396.1%
MUU vs SPGI
-15.2%
+2,411.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -8.2% | -7.4% | -0.8% | -8.7% |
| 30D | +10.2% | +0.4% | +9.8% | +10.0% |
| 3M | -26.5% | +5.3% | -31.8% | -28.0% |
| 6M | +227.2% | +1.7% | +225.6% | +219.5% |
| YTD | +527.4% | -16.4% | +543.8% | +626.7% |
| 1Y | +1,843.7% | -20.5% | +1,864.2% | +2,303.9% |
| All | +2,396.1% | -15.2% | +2,411.2% | +2,451.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling