+2,981.5%
MUU vs SPMO
+29.9%
+2,951.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.6% | +10.0% | +3.7% |
| 7D | +17.4% | +2.0% | +15.4% | +6.8% |
| 30D | +24.0% | -0.4% | +24.3% | +29.5% |
| 3M | -23.9% | -1.9% | -22.0% | +17.1% |
| 6M | +284.4% | +25.0% | +259.4% | +143.3% |
| YTD | +583.7% | +26.0% | +557.7% | +328.3% |
| 1Y | +2,981.5% | +28.7% | +2,952.8% | +1,871.6% |
| All | +2,981.5% | +29.9% | +2,951.6% | +1,871.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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