+2,163.5%
MUU vs Z
-64.6%
+2,228.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.8% | -6.6% | -10.5% |
| 7D | +3.6% | -11.6% | +15.1% | -1.7% |
| 30D | +22.3% | -8.5% | +30.8% | +18.4% |
| 3M | -8.2% | -7.9% | -0.3% | -4.9% |
| 6M | +256.3% | -29.1% | +285.4% | +267.0% |
| YTD | +534.4% | -54.2% | +588.6% | +562.3% |
| 1Y | +2,163.5% | -63.5% | +2,227.0% | +2,362.1% |
| All | +2,163.5% | -64.6% | +2,228.1% | +2,362.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling