+504.3%
MUU vs EME
-3.1%
+507.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -9.6% | -4.4% | +6.0% |
| 7D | -35.9% | -5.8% | -30.1% | -27.8% |
| 30D | -47.1% | -17.9% | -29.2% | -22.2% |
| 3M | -29.8% | -22.0% | -7.9% | +13.8% |
| 6M | +16.0% | -29.7% | +45.7% | +188.7% |
| YTD | +286.1% | +4.7% | +281.4% | +296.2% |
| 1Y | +504.3% | -2.1% | +506.4% | +692.2% |
| All | +504.3% | -3.1% | +507.4% | +692.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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