+1,348.1%
MUU vs SPY
+34.5%
+1,313.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -3.0% | -1.5% |
| 7D | +43.7% | +3.3% | +40.4% | +24.5% |
| 30D | -37.2% | -2.7% | -34.6% | -21.3% |
| 3M | -36.1% | -1.7% | -34.3% | -23.4% |
| 6M | -35.7% | +3.1% | -38.8% | -30.2% |
| YTD | +264.0% | +11.9% | +252.1% | +197.4% |
| 1Y | +359.1% | +12.0% | +347.1% | +289.8% |
| All | +1,348.1% | +34.5% | +1,313.6% | +723.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling