+1,843.7%
MUU vs ELV
+36.0%
+1,807.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.2% |
| 7D | -8.2% | +3.2% | -11.4% | -8.6% |
| 30D | +10.2% | +5.4% | +4.8% | +9.1% |
| 3M | -26.5% | +5.4% | -31.9% | -26.2% |
| 6M | +227.2% | +45.7% | +181.5% | +186.6% |
| YTD | +527.4% | +21.2% | +506.2% | +442.7% |
| 1Y | +1,843.7% | +35.6% | +1,808.1% | +1,467.2% |
| All | +1,843.7% | +36.0% | +1,807.7% | +1,467.2% |
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