+2,538.2%
MUU vs SYY
+12.4%
+2,525.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | +13.9% | -2.8% | +16.7% | +14.6% |
| 30D | +24.8% | -5.3% | +30.1% | +26.4% |
| 3M | -15.7% | +5.1% | -20.8% | -19.4% |
| 6M | +338.9% | -5.0% | +343.9% | +339.5% |
| YTD | +563.2% | +10.7% | +552.5% | +542.5% |
| 1Y | +2,577.5% | +0.7% | +2,576.8% | +2,591.4% |
| All | +2,538.2% | +12.4% | +2,525.8% | +2,250.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling