+504.3%
MUU vs SSNC
-3.9%
+508.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -1.6% | -12.4% | -16.1% |
| 7D | -35.9% | -1.1% | -34.7% | -36.8% |
| 30D | -47.1% | +0.6% | -47.7% | -45.9% |
| 3M | -29.8% | -1.5% | -28.4% | -29.7% |
| 6M | +16.0% | +15.8% | +0.2% | +63.1% |
| YTD | +286.1% | -8.0% | +294.0% | +471.3% |
| 1Y | +504.3% | -5.8% | +510.2% | +775.2% |
| All | +504.3% | -3.9% | +508.3% | +775.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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