+1,272.2%
MUU vs SPGI
-2.2%
+1,274.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.1% | -6.3% | -5.1% |
| 7D | +24.7% | +1.2% | +23.4% | +24.9% |
| 30D | -35.1% | +15.9% | -51.1% | -33.7% |
| 3M | -44.3% | +12.3% | -56.6% | -43.1% |
| 6M | -44.4% | +23.7% | -68.1% | -45.8% |
| YTD | +244.9% | -3.5% | +248.5% | +308.7% |
| 1Y | +365.6% | +0.4% | +365.2% | +422.2% |
| All | +1,272.2% | -2.2% | +1,274.4% | +1,334.6% |
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 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