+2,538.2%
MUU vs SPGI
-11.3%
+2,549.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.2% | -3.2% |
| 7D | +13.9% | -2.5% | +16.4% | +13.7% |
| 30D | +24.8% | +5.4% | +19.4% | +25.0% |
| 3M | -15.7% | +9.0% | -24.8% | -17.3% |
| 6M | +338.9% | +0.8% | +338.1% | +347.1% |
| YTD | +563.2% | -12.6% | +575.7% | +670.5% |
| 1Y | +2,577.5% | -16.1% | +2,593.6% | +3,166.2% |
| All | +2,538.2% | -11.3% | +2,549.6% | +2,604.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling