+1,272.2%
MUU vs SPOT
+63.4%
+1,208.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.4% | -7.6% | -5.6% |
| 7D | +24.7% | +1.6% | +23.1% | +24.4% |
| 30D | -35.1% | +16.9% | -52.1% | -37.1% |
| 3M | -44.3% | +23.0% | -67.2% | -47.3% |
| 6M | -44.4% | +42.2% | -86.6% | -52.0% |
| YTD | +244.9% | +5.5% | +239.4% | +243.5% |
| 1Y | +365.6% | -5.1% | +370.7% | +407.6% |
| All | +1,272.2% | +63.4% | +1,208.9% | +1,073.5% |
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