+2,683.6%
MUU vs EEM
+55.8%
+2,627.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +7.7% |
| 7D | +15.0% | +2.0% | +13.1% | +5.9% |
| 30D | +36.8% | +5.1% | +31.7% | +12.7% |
| 3M | -8.5% | +4.6% | -13.1% | -4.5% |
| 6M | +320.7% | +17.8% | +303.0% | +220.3% |
| YTD | +599.7% | +25.8% | +573.9% | +320.0% |
| 1Y | +2,569.2% | +36.4% | +2,532.8% | +1,197.0% |
| All | +2,683.6% | +55.8% | +2,627.8% | +785.1% |
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