+2,396.1%
MUU vs SPMO
+62.0%
+2,334.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -3.4% |
| 7D | -8.2% | -0.9% | -7.3% | -4.2% |
| 30D | +10.2% | -1.9% | +12.1% | +22.8% |
| 3M | -26.5% | -1.4% | -25.2% | +2.4% |
| 6M | +227.2% | +25.5% | +201.7% | +128.5% |
| YTD | +527.4% | +24.8% | +502.6% | +357.8% |
| 1Y | +1,843.7% | +24.5% | +1,819.2% | +1,438.0% |
| All | +2,396.1% | +62.0% | +2,334.1% | +881.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling