+2,423.9%
MUU vs SYY
+15.9%
+2,408.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.9% | -10.2% | -9.5% |
| 7D | +3.6% | +1.5% | +2.0% | +3.1% |
| 30D | +22.3% | -2.3% | +24.6% | +22.9% |
| 3M | -8.2% | +5.5% | -13.7% | -11.6% |
| 6M | +256.3% | -1.0% | +257.3% | +253.1% |
| YTD | +534.4% | +14.1% | +520.3% | +510.2% |
| 1Y | +2,163.5% | +5.6% | +2,157.9% | +2,134.8% |
| All | +2,423.9% | +15.9% | +2,408.0% | +2,131.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 5y: compounded portfolio wealth divided by compounded SYY 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…
5y analysis · Full analysis span regression · 6 months rolling