+2,683.6%
MUU vs EFA
+39.0%
+2,644.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +10.3% |
| 7D | +15.0% | -0.5% | +15.5% | +16.9% |
| 30D | +36.8% | -1.3% | +38.1% | +45.5% |
| 3M | -8.5% | +5.2% | -13.7% | -17.9% |
| 6M | +320.7% | +9.4% | +311.4% | +243.9% |
| YTD | +599.7% | +12.7% | +587.0% | +412.4% |
| 1Y | +2,569.2% | +19.3% | +2,549.9% | +1,564.4% |
| All | +2,683.6% | +39.0% | +2,644.6% | +939.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling