+365.6%
MUU vs SPY
+12.1%
+353.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.9% | -2.8% |
| 7D | +24.7% | +2.6% | +22.1% | +7.2% |
| 30D | -35.1% | -2.0% | -33.2% | -18.1% |
| 3M | -44.3% | -2.8% | -41.5% | -25.8% |
| 6M | -44.4% | +2.1% | -46.6% | -39.0% |
| YTD | +244.9% | +11.5% | +233.4% | +154.7% |
| 1Y | +365.6% | +13.5% | +352.1% | +207.2% |
| All | +365.6% | +12.1% | +353.6% | +207.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling