-49.5%
ORCL vs MUU
+478.9%
-528.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -14.0% | +12.0% | -0.3% |
| 7D | -14.4% | -35.9% | +21.5% | -9.9% |
| 30D | -12.8% | -47.1% | +34.3% | -6.6% |
| 3M | -14.8% | -29.8% | +15.1% | -11.8% |
| 6M | -30.9% | +16.0% | -46.9% | -36.1% |
| YTD | -35.7% | +286.1% | -321.8% | -50.7% |
| 1Y | -49.5% | +504.3% | -553.8% | -64.2% |
| All | -49.5% | +478.9% | -528.4% | -64.2% |
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