+2,683.6%
MUU vs SPOT
+39.5%
+2,644.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +5.8% |
| 7D | +15.0% | -6.5% | +21.5% | +16.9% |
| 30D | +36.8% | +2.2% | +34.6% | +35.2% |
| 3M | -8.5% | +5.4% | -13.9% | -11.7% |
| 6M | +320.7% | -4.0% | +324.8% | +320.7% |
| YTD | +599.7% | -9.9% | +609.6% | +623.1% |
| 1Y | +2,569.2% | -27.3% | +2,596.5% | +3,133.6% |
| All | +2,683.6% | +39.5% | +2,644.1% | +2,370.0% |
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