+2,538.2%
MUU vs SPOT
+41.0%
+2,497.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -2.3% |
| 7D | +13.9% | -2.9% | +16.8% | +14.7% |
| 30D | +24.8% | +8.3% | +16.5% | +21.2% |
| 3M | -15.7% | +5.1% | -20.8% | -18.4% |
| 6M | +338.9% | -6.5% | +345.3% | +346.0% |
| YTD | +563.2% | -9.0% | +572.1% | +583.5% |
| 1Y | +2,577.5% | -26.4% | +2,603.9% | +3,132.1% |
| All | +2,538.2% | +41.0% | +2,497.3% | +2,234.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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