-38.4%
MUU vs V
+34.1%
-72.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +0.6% | +23.6% | +26.2% |
| 7D | -2.5% | -2.3% | -0.2% | -16.1% |
| 30D | -39.7% | +9.5% | -49.3% | -14.0% |
| 3M | -27.4% | +17.5% | -44.9% | +43.5% |
| 6M | -38.4% | +32.2% | -70.6% | +223.2% |
| All | -38.4% | +34.1% | -72.6% | +223.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling