+2,620.0%
MUU vs EEM
+56.3%
+2,563.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.8% | +9.8% | +3.6% |
| 7D | +17.4% | +2.3% | +15.1% | +6.8% |
| 30D | +24.0% | +4.5% | +19.4% | +4.5% |
| 3M | -23.9% | -0.1% | -23.8% | -0.5% |
| 6M | +284.4% | +16.9% | +267.5% | +202.4% |
| YTD | +583.7% | +26.2% | +557.5% | +305.5% |
| 1Y | +2,981.5% | +40.5% | +2,941.0% | +1,245.1% |
| All | +2,620.0% | +56.3% | +2,563.8% | +754.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling