+432.9%
SNXX vs MUU
+254.8%
+178.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +11.6% | +11.8% | +11.3% |
| 7D | +34.9% | +17.4% | +17.5% | +15.7% |
| 30D | +52.5% | +24.0% | +28.6% | +27.6% |
| 3M | -41.3% | -23.9% | -17.4% | -6.6% |
| 6M | +293.8% | +284.4% | +9.3% | +5.6% |
| All | +432.9% | +254.8% | +178.1% | +63.1% |
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