+2,423.9%
MUU vs SPMO
+61.2%
+2,362.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.8% | -7.5% | -1.3% |
| 7D | +3.6% | +0.1% | +3.5% | +3.9% |
| 30D | +22.3% | -0.7% | +23.0% | +29.7% |
| 3M | -8.2% | +2.8% | -11.0% | +10.0% |
| 6M | +256.3% | +24.4% | +231.9% | +157.6% |
| YTD | +534.4% | +24.2% | +510.2% | +374.0% |
| 1Y | +2,163.5% | +24.5% | +2,139.0% | +1,703.9% |
| All | +2,423.9% | +61.2% | +2,362.7% | +916.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling