+504.3%
MUU vs EFA
+16.9%
+487.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.6% | -16.6% | -24.9% |
| 7D | -35.9% | +2.0% | -37.8% | -42.7% |
| 30D | -47.1% | +1.6% | -48.8% | -52.0% |
| 3M | -29.8% | -1.5% | -28.4% | -26.4% |
| 6M | +16.0% | +6.6% | +9.4% | +3.8% |
| YTD | +286.1% | +11.8% | +274.2% | +162.6% |
| 1Y | +504.3% | +16.9% | +487.5% | +226.6% |
| All | +504.3% | +16.9% | +487.4% | +226.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 1y: compounded portfolio wealth divided by compounded EFA 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…
1y analysis · Full analysis span regression · 6 months rolling