+2,981.5%
MUU vs ELV
+34.8%
+2,946.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.8% | +13.4% | +12.0% |
| 7D | +17.4% | +3.3% | +14.1% | +16.4% |
| 30D | +24.0% | +4.2% | +19.8% | +22.3% |
| 3M | -23.9% | -0.1% | -23.8% | -23.0% |
| 6M | +284.4% | +41.3% | +243.2% | +230.9% |
| YTD | +583.7% | +17.4% | +566.3% | +488.5% |
| 1Y | +2,981.5% | +35.1% | +2,946.4% | +2,188.4% |
| All | +2,981.5% | +34.8% | +2,946.7% | +2,188.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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