+2,396.1%
MUU vs VRSK
-35.3%
+2,431.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -0.9% |
| 7D | -8.2% | -5.2% | -3.1% | -13.0% |
| 30D | +10.2% | -2.3% | +12.5% | +8.5% |
| 3M | -26.5% | -2.9% | -23.6% | -24.9% |
| 6M | +227.2% | -12.8% | +240.0% | +235.6% |
| YTD | +527.4% | -20.8% | +548.2% | +498.7% |
| 1Y | +1,843.7% | -33.2% | +1,876.9% | +1,755.3% |
| All | +2,396.1% | -35.3% | +2,431.4% | +2,698.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 all: compounded portfolio wealth divided by compounded VRSK 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…
all analysis · Full analysis span regression · 6 months rolling