+2,423.9%
MUU vs SSNC
+8.9%
+2,414.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -9.3% |
| 7D | +3.6% | -6.7% | +10.3% | +3.9% |
| 30D | +22.3% | -0.8% | +23.1% | +22.3% |
| 3M | -8.2% | +16.1% | -24.3% | -11.8% |
| 6M | +256.3% | +7.9% | +248.4% | +260.7% |
| YTD | +534.4% | -8.7% | +543.1% | +682.0% |
| 1Y | +2,163.5% | -9.5% | +2,173.0% | +2,721.1% |
| All | +2,423.9% | +8.9% | +2,414.9% | +2,491.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling