+1,397.6%
MUU vs SPOT
+62.4%
+1,335.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.5% | +23.7% | +24.1% |
| 7D | -2.5% | -3.0% | +0.5% | -1.9% |
| 30D | -39.7% | +15.2% | -54.9% | -41.4% |
| 3M | -27.4% | +21.6% | -49.0% | -31.2% |
| 6M | -38.4% | +45.2% | -83.6% | -47.5% |
| YTD | +276.4% | +4.9% | +271.6% | +275.3% |
| 1Y | +390.7% | -4.8% | +395.5% | +432.2% |
| All | +1,397.6% | +62.4% | +1,335.2% | +1,182.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling