-38.4%
MUU vs SPOT
+46.8%
-85.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.5% | +23.7% | +24.6% |
| 7D | -2.5% | -3.0% | +0.5% | -6.4% |
| 30D | -39.7% | +15.2% | -54.9% | -28.7% |
| 3M | -27.4% | +21.6% | -49.0% | -7.8% |
| 6M | -38.4% | +45.2% | -83.6% | -12.6% |
| All | -38.4% | +46.8% | -85.2% | -12.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling