+1,272.2%
MUU vs EEM
+38.6%
+1,233.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.9% | -3.7% |
| 7D | +24.7% | +2.7% | +22.0% | +13.5% |
| 30D | -35.1% | -5.4% | -29.8% | -8.2% |
| 3M | -44.3% | -8.6% | -35.6% | -6.8% |
| 6M | -44.4% | -8.9% | -35.5% | +27.8% |
| YTD | +244.9% | +11.9% | +233.0% | +282.0% |
| 1Y | +365.6% | +13.1% | +352.5% | +414.1% |
| All | +1,272.2% | +38.6% | +1,233.6% | +705.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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