+2,981.5%
MUU vs EME
+19.7%
+2,961.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.7% | +9.9% | +8.3% |
| 7D | +17.4% | +1.9% | +15.5% | +13.4% |
| 30D | +24.0% | -8.3% | +32.2% | +46.4% |
| 3M | -23.9% | -10.7% | -13.1% | +9.8% |
| 6M | +284.4% | +1.9% | +282.5% | +377.1% |
| YTD | +583.7% | +23.5% | +560.2% | +579.0% |
| 1Y | +2,981.5% | +18.0% | +2,963.5% | +2,923.4% |
| All | +2,981.5% | +19.7% | +2,961.8% | +2,923.4% |
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