+2,981.5%
MUU vs EFV
+30.7%
+2,950.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +12.2% |
| 7D | +17.4% | +1.5% | +15.9% | +10.4% |
| 30D | +24.0% | +1.7% | +22.2% | +15.4% |
| 3M | -23.9% | +8.6% | -32.5% | -41.8% |
| 6M | +284.4% | +11.7% | +272.8% | +182.0% |
| YTD | +583.7% | +19.3% | +564.4% | +253.2% |
| 1Y | +2,981.5% | +30.2% | +2,951.3% | +904.5% |
| All | +2,981.5% | +30.7% | +2,950.8% | +904.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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