+2,538.2%
MUU vs SSNC
+11.1%
+2,527.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.8% | +0.8% | -2.8% |
| 7D | +13.9% | -1.8% | +15.7% | +14.0% |
| 30D | +24.8% | +1.9% | +22.9% | +24.5% |
| 3M | -15.7% | +18.4% | -34.1% | -19.1% |
| 6M | +338.9% | +7.0% | +331.9% | +357.7% |
| YTD | +563.2% | -6.9% | +570.1% | +716.7% |
| 1Y | +2,577.5% | -8.2% | +2,585.7% | +3,260.6% |
| All | +2,538.2% | +11.1% | +2,527.2% | +2,606.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling