+2,620.0%
MUU vs SUI
+2.8%
+2,617.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.3% | +11.9% | +11.4% |
| 7D | +17.4% | -2.8% | +20.2% | +15.6% |
| 30D | +24.0% | -1.2% | +25.1% | +23.1% |
| 3M | -23.9% | -1.7% | -22.2% | -23.5% |
| 6M | +284.4% | -10.5% | +294.9% | +291.9% |
| YTD | +583.7% | -1.8% | +585.6% | +578.1% |
| 1Y | +2,981.5% | -4.1% | +2,985.6% | +2,981.6% |
| All | +2,620.0% | +2.8% | +2,617.3% | +2,459.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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