+2,396.1%
MUU vs ED
+10.8%
+2,385.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.7% |
| 7D | -8.2% | -0.8% | -7.5% | -9.8% |
| 30D | +10.2% | -0.4% | +10.6% | +9.6% |
| 3M | -26.5% | +0.5% | -27.0% | -22.5% |
| 6M | +227.2% | -3.1% | +230.4% | +241.1% |
| YTD | +527.4% | +9.8% | +517.6% | +718.2% |
| 1Y | +1,843.7% | +12.6% | +1,831.1% | +2,630.7% |
| All | +2,396.1% | +10.8% | +2,385.3% | +3,770.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling