-28.0%
ORCL vs MUU
+3,255.9%
-3,283.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +11.6% | -8.5% | +1.8% |
| 7D | +5.3% | +17.4% | -12.1% | +3.4% |
| 30D | +10.0% | +24.0% | -14.0% | +7.0% |
| 3M | -32.6% | -23.9% | -8.7% | -33.9% |
| 6M | +4.9% | +284.4% | -279.5% | -17.7% |
| YTD | -17.8% | +583.7% | -601.5% | -42.9% |
| 1Y | -28.0% | +2,981.5% | -3,009.5% | -59.8% |
| All | -28.0% | +3,255.9% | -3,283.9% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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