+488.7%
SPCX vs MUU
+1,324.6%
-835.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.2% | +4.6% | +2.3% |
| 7D | +3.6% | +24.7% | -21.1% | -10.9% |
| 30D | -8.6% | -35.1% | +26.6% | +4.0% |
| 3M | -1.5% | -44.3% | +42.7% | +13.8% |
| 6M | +442.8% | +335.0% | +107.7% | -5.7% |
| YTD | +442.8% | +335.0% | +107.7% | -5.7% |
| 1Y | +442.8% | +335.0% | +107.7% | -5.7% |
| All | +488.7% | +1,324.6% | -835.9% | +2.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling