+2,981.5%
MUU vs EIX
+7.5%
+2,974.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.8% | +10.8% | +11.7% |
| 7D | +17.4% | -19.1% | +36.5% | +16.6% |
| 30D | +24.0% | -16.9% | +40.9% | +23.0% |
| 3M | -23.9% | -20.0% | -3.9% | -23.1% |
| 6M | +284.4% | -21.3% | +305.7% | +290.8% |
| YTD | +583.7% | -1.7% | +585.4% | +565.3% |
| 1Y | +2,981.5% | +9.6% | +2,971.9% | +2,664.5% |
| All | +2,981.5% | +7.5% | +2,974.0% | +2,664.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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