+2,981.5%
MUU vs ED
+12.4%
+2,969.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.3% | +12.9% | +7.4% |
| 7D | +17.4% | -0.2% | +17.6% | +17.2% |
| 30D | +24.0% | -0.1% | +24.1% | +23.4% |
| 3M | -23.9% | +3.9% | -27.8% | -7.1% |
| 6M | +284.4% | -3.0% | +287.5% | +314.9% |
| YTD | +583.7% | +10.7% | +573.0% | +953.5% |
| 1Y | +2,981.5% | +13.3% | +2,968.1% | +5,176.1% |
| All | +2,981.5% | +12.4% | +2,969.1% | +5,176.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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