+2,396.1%
MUU vs Z
-45.3%
+2,441.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.0% | -5.1% | -1.6% |
| 7D | -8.2% | -6.0% | -2.2% | -7.5% |
| 30D | +10.2% | -2.3% | +12.4% | +9.9% |
| 3M | -26.5% | -0.6% | -25.9% | -28.1% |
| 6M | +227.2% | -27.6% | +254.8% | +262.2% |
| YTD | +527.4% | -52.4% | +579.8% | +747.9% |
| 1Y | +1,843.7% | -63.6% | +1,907.3% | +3,056.7% |
| All | +2,396.1% | -45.3% | +2,441.3% | +3,270.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling