+2,981.5%
MUU vs SSNC
-3.0%
+2,984.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +10.2% |
| 7D | +17.4% | +0.6% | +16.7% | +18.3% |
| 30D | +24.0% | +6.0% | +17.9% | +33.3% |
| 3M | -23.9% | +21.0% | -44.9% | +5.7% |
| 6M | +284.4% | +12.1% | +272.3% | +451.6% |
| YTD | +583.7% | -3.2% | +586.9% | +923.2% |
| 1Y | +2,981.5% | -4.4% | +2,985.8% | +5,452.1% |
| All | +2,981.5% | -3.0% | +2,984.5% | +5,452.1% |
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