+2,981.5%
MUU vs SU
+71.8%
+2,909.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.7% | +12.3% | +11.6% |
| 7D | +17.4% | +3.6% | +13.8% | +16.9% |
| 30D | +24.0% | +7.9% | +16.1% | +23.3% |
| 3M | -23.9% | +3.5% | -27.4% | -21.2% |
| 6M | +284.4% | +19.0% | +265.5% | +221.8% |
| YTD | +583.7% | +55.0% | +528.8% | +338.2% |
| 1Y | +2,981.5% | +71.2% | +2,910.3% | +1,719.6% |
| All | +2,981.5% | +71.8% | +2,909.6% | +1,719.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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