+2,538.2%
MUU vs EFX
-38.0%
+2,576.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.1% | +0.1% | -3.0% |
| 7D | +13.9% | -7.8% | +21.8% | +13.8% |
| 30D | +24.8% | -5.7% | +30.5% | +24.6% |
| 3M | -15.7% | +2.5% | -18.3% | -19.2% |
| 6M | +338.9% | -16.7% | +355.6% | +369.0% |
| YTD | +563.2% | -20.2% | +583.3% | +614.0% |
| 1Y | +2,577.5% | -31.4% | +2,608.9% | +3,284.2% |
| All | +2,538.2% | -38.0% | +2,576.3% | +3,224.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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