+2,538.2%
MUU vs EMB
+13.4%
+2,524.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -2.1% |
| 7D | +13.9% | +0.3% | +13.6% | +11.3% |
| 30D | +24.8% | -0.5% | +25.3% | +29.3% |
| 3M | -15.7% | +0.3% | -16.1% | -15.3% |
| 6M | +338.9% | +1.2% | +337.7% | +339.0% |
| YTD | +563.2% | +1.5% | +561.7% | +558.6% |
| 1Y | +2,577.5% | +4.8% | +2,572.7% | +2,012.1% |
| All | +2,538.2% | +13.4% | +2,524.8% | +1,097.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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