-15.6%
SPCX vs MUU
-52.4%
+36.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -14.0% | +10.2% | -2.6% |
| 7D | -6.4% | -35.9% | +29.4% | -2.9% |
| 30D | -20.6% | -47.1% | +26.6% | -16.9% |
| 3M | +8.4% | -29.8% | +38.3% | +10.6% |
| All | -15.6% | -52.4% | +36.8% | -13.7% |
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 · Available span rolling