+2,981.5%
MUU vs V
+7.8%
+2,973.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +10.4% |
| 7D | +17.4% | -1.7% | +19.1% | +14.9% |
| 30D | +24.0% | +2.0% | +22.0% | +28.0% |
| 3M | -23.9% | +17.4% | -41.3% | -8.8% |
| 6M | +284.4% | +17.5% | +266.9% | +362.2% |
| YTD | +583.7% | +7.6% | +576.1% | +721.0% |
| 1Y | +2,981.5% | +7.7% | +2,973.8% | +3,658.7% |
| All | +2,981.5% | +7.8% | +2,973.7% | +3,658.7% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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