+359.1%
MUU vs V
+25.2%
+333.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.1% | -0.6% | +20.7% | +19.3% |
| 7D | +43.7% | -0.4% | +44.0% | +43.2% |
| 30D | -37.2% | +6.3% | -43.6% | -31.2% |
| 3M | -36.1% | +17.2% | -53.2% | -19.8% |
| 6M | -35.7% | +29.2% | -65.0% | -9.9% |
| YTD | +264.0% | +20.8% | +243.2% | +446.5% |
| 1Y | +359.1% | +25.0% | +334.1% | +587.1% |
| All | +359.1% | +25.2% | +333.9% | +587.1% |
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