+359.1%
MUU vs ED
+24.2%
+334.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -2.9% |
| 7D | +43.7% | -1.7% | +45.4% | +36.6% |
| 30D | -37.2% | +10.7% | -47.9% | -8.2% |
| 3M | -36.1% | +11.6% | -47.7% | -4.1% |
| 6M | -35.7% | +13.5% | -49.2% | +11.2% |
| YTD | +264.0% | +23.1% | +240.9% | +667.4% |
| 1Y | +359.1% | +23.1% | +336.0% | +908.0% |
| All | +359.1% | +24.2% | +334.9% | +908.0% |
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