+2,396.1%
MUU vs EIX
-26.9%
+2,423.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.7% |
| 7D | -8.2% | -1.4% | -6.9% | -8.0% |
| 30D | +10.2% | -19.3% | +29.5% | +15.7% |
| 3M | -26.5% | -21.7% | -4.8% | -21.9% |
| 6M | +227.2% | -19.8% | +247.0% | +238.8% |
| YTD | +527.4% | -3.0% | +530.5% | +453.3% |
| 1Y | +1,843.7% | +5.1% | +1,838.6% | +1,485.9% |
| All | +2,396.1% | -26.9% | +2,423.0% | +2,043.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling