+2,683.6%
MUU vs ED
+11.9%
+2,671.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +3.9% |
| 7D | +15.0% | -0.2% | +15.2% | +15.0% |
| 30D | +36.8% | +1.9% | +34.9% | +43.3% |
| 3M | -8.5% | +1.9% | -10.4% | -0.1% |
| 6M | +320.7% | -2.3% | +323.0% | +348.2% |
| YTD | +599.7% | +10.9% | +588.8% | +833.4% |
| 1Y | +2,569.2% | +14.5% | +2,554.7% | +3,770.9% |
| All | +2,683.6% | +11.9% | +2,671.7% | +4,314.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling