+2,684.0%
SNDK vs MUU
+3,255.9%
-571.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +11.6% | +0.3% | +5.5% |
| 7D | +17.2% | +17.4% | -0.2% | +7.3% |
| 30D | +28.8% | +24.0% | +4.9% | +14.3% |
| 3M | -1.1% | -23.9% | +22.8% | +4.7% |
| 6M | +190.5% | +284.4% | -94.0% | +5.0% |
| YTD | +633.0% | +583.7% | +49.3% | +75.4% |
| 1Y | +2,684.0% | +2,981.5% | -297.5% | +152.6% |
| All | +2,684.0% | +3,255.9% | -571.9% | +152.6% |
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