+2,396.1%
MUU vs ELV
-12.5%
+2,408.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +5.5% | -15.8% | -11.0% |
| 7D | -8.2% | +2.8% | -11.0% | -8.6% |
| 30D | +10.2% | +4.9% | +5.3% | +9.2% |
| 3M | -26.5% | +4.9% | -31.4% | -26.8% |
| 6M | +227.2% | +45.1% | +182.1% | +202.9% |
| YTD | +527.4% | +20.7% | +506.7% | +487.8% |
| 1Y | +1,843.7% | +35.0% | +1,808.6% | +1,698.8% |
| All | +2,396.1% | -12.5% | +2,408.6% | +2,437.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling