+284.4%
MUU vs V
+17.1%
+267.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +9.1% |
| 7D | +17.4% | -1.7% | +19.1% | +11.9% |
| 30D | +24.0% | +2.0% | +22.0% | +32.1% |
| 3M | -23.9% | +17.4% | -41.3% | +19.6% |
| 6M | +284.4% | +17.5% | +266.9% | +431.7% |
| All | +284.4% | +17.1% | +267.3% | +431.7% |
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 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