+2,538.2%
MUU vs EFV
+59.6%
+2,478.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -0.5% |
| 7D | +13.9% | +1.0% | +12.9% | +9.9% |
| 30D | +24.8% | +0.2% | +24.6% | +24.2% |
| 3M | -15.7% | +9.6% | -25.4% | -36.5% |
| 6M | +338.9% | +14.0% | +324.8% | +203.1% |
| YTD | +563.2% | +18.5% | +544.7% | +301.5% |
| 1Y | +2,577.5% | +27.9% | +2,549.6% | +1,195.5% |
| All | +2,538.2% | +59.6% | +2,478.7% | +544.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling