+2,396.1%
MUU vs SSNC
+10.8%
+2,385.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.2% |
| 7D | -8.2% | -4.0% | -4.2% | -8.0% |
| 30D | +10.2% | +0.5% | +9.6% | +10.0% |
| 3M | -26.5% | +18.9% | -45.4% | -29.8% |
| 6M | +227.2% | +10.8% | +216.4% | +227.5% |
| YTD | +527.4% | -7.1% | +534.6% | +672.7% |
| 1Y | +1,843.7% | -9.6% | +1,853.3% | +2,395.7% |
| All | +2,396.1% | +10.8% | +2,385.3% | +2,460.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling