-5.5%
ORCL vs MUU
+2,639.0%
-2,644.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.0% | +5.4% | +2.8% |
| 7D | +15.0% | +13.9% | +1.1% | +12.9% |
| 30D | +10.5% | +24.8% | -14.3% | +6.7% |
| 3M | -23.0% | -15.7% | -7.3% | -25.9% |
| 6M | +7.0% | +338.9% | -331.9% | -24.6% |
| YTD | -15.8% | +563.2% | -579.0% | -47.0% |
| 1Y | -31.1% | +2,577.5% | -2,608.6% | -68.4% |
| All | -5.5% | +2,639.0% | -2,644.5% | -62.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling