+2,423.9%
MUU vs EEM
+52.4%
+2,371.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.2% | -7.2% | +0.1% |
| 7D | +3.6% | -0.7% | +4.2% | +7.5% |
| 30D | +22.3% | +2.4% | +19.9% | +13.2% |
| 3M | -8.2% | +4.2% | -12.4% | -2.0% |
| 6M | +256.3% | +14.8% | +241.6% | +204.2% |
| YTD | +534.4% | +23.1% | +511.3% | +320.4% |
| 1Y | +2,163.5% | +32.5% | +2,130.9% | +1,143.8% |
| All | +2,423.9% | +52.4% | +2,371.5% | +785.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling