+266.3%
MUU vs USB
+31.9%
+234.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.5% | +9.7% | +9.2% |
| 7D | -42.8% | 0.0% | -42.8% | -42.5% |
| 30D | -63.6% | +5.8% | -69.5% | -63.6% |
| 3M | -48.5% | -6.0% | -42.6% | -47.6% |
| 6M | -36.9% | +7.8% | -44.7% | -37.0% |
| YTD | +176.7% | +14.6% | +162.1% | +133.1% |
| 1Y | +266.3% | +31.8% | +234.5% | +177.5% |
| All | +266.3% | +31.9% | +234.3% | +177.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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