+2,620.0%
MUU vs SW
+6.5%
+2,613.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.3% | +10.3% | +10.4% |
| 7D | +17.4% | -5.1% | +22.5% | +23.4% |
| 30D | +24.0% | -4.6% | +28.5% | +29.1% |
| 3M | -23.9% | +9.4% | -33.3% | -31.8% |
| 6M | +284.4% | +3.5% | +280.9% | +265.0% |
| YTD | +583.7% | +22.0% | +561.7% | +432.8% |
| 1Y | +2,981.5% | +2.2% | +2,979.3% | +2,802.9% |
| All | +2,620.0% | +6.5% | +2,613.6% | +3,088.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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