+66.7%
SNXX vs MUU
+100.4%
-33.7%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -14.0% | -1.8% | -0.9% |
| 7D | -47.8% | -35.9% | -11.9% | -13.8% |
| 30D | -66.0% | -47.1% | -18.9% | -30.9% |
| 3M | -57.5% | -29.8% | -27.6% | -32.2% |
| 6M | -66.7% | +16.0% | -82.7% | -66.7% |
| All | +66.7% | +100.4% | -33.7% | -2.5% |
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