+1,843.7%
MUU vs SSNC
-8.1%
+1,851.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | +0.9% |
| 7D | -8.2% | -4.0% | -4.2% | -12.7% |
| 30D | +10.2% | +0.5% | +9.6% | +11.3% |
| 3M | -26.5% | +18.9% | -45.4% | -1.5% |
| 6M | +227.2% | +10.8% | +216.4% | +347.3% |
| YTD | +527.4% | -7.1% | +534.6% | +782.9% |
| 1Y | +1,843.7% | -9.6% | +1,853.3% | +3,046.3% |
| All | +1,843.7% | -8.1% | +1,851.8% | +3,046.3% |
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