+2,538.2%
MUU vs ED
+12.7%
+2,525.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -1.0% |
| 7D | +13.9% | +0.5% | +13.4% | +15.6% |
| 30D | +24.8% | +1.1% | +23.7% | +28.0% |
| 3M | -15.7% | +4.6% | -20.4% | -2.9% |
| 6M | +338.9% | -2.0% | +340.8% | +371.4% |
| YTD | +563.2% | +11.7% | +551.5% | +798.1% |
| 1Y | +2,577.5% | +15.7% | +2,561.8% | +3,860.0% |
| All | +2,538.2% | +12.7% | +2,525.6% | +4,147.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling