+212.1%
EWY vs MUU
+2,491.4%
-2,279.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.4% | +3.5% |
| 7D | -0.1% | -8.2% | +8.2% | +1.7% |
| 30D | +7.3% | +10.2% | -2.9% | +4.6% |
| 3M | -5.1% | -26.5% | +21.4% | -3.7% |
| 6M | +42.1% | +227.2% | -185.2% | +8.7% |
| YTD | +94.1% | +527.4% | -433.3% | +33.9% |
| 1Y | +147.8% | +1,843.7% | -1,695.8% | +45.5% |
| All | +212.1% | +2,491.4% | -2,279.3% | +61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling