+1,272.2%
MUU vs EIX
-20.2%
+1,292.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.3% | -5.6% | -5.3% |
| 7D | +24.7% | +1.4% | +23.3% | +24.1% |
| 30D | -35.1% | +8.5% | -43.7% | -37.0% |
| 3M | -44.3% | -13.5% | -30.8% | -42.7% |
| 6M | -44.4% | -12.4% | -32.1% | -44.3% |
| YTD | +244.9% | +5.9% | +239.0% | +194.6% |
| 1Y | +365.6% | +7.6% | +358.0% | +291.2% |
| All | +1,272.2% | -20.2% | +1,292.4% | +1,041.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling