+2,396.1%
MUU vs EME
+77.0%
+2,319.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.3% | -5.4% | -8.9% |
| 7D | -8.2% | +3.5% | -11.7% | -14.7% |
| 30D | +10.2% | -6.3% | +16.5% | +22.4% |
| 3M | -26.5% | -3.8% | -22.8% | -11.0% |
| 6M | +227.2% | +8.5% | +218.7% | +248.8% |
| YTD | +527.4% | +27.8% | +499.6% | +430.8% |
| 1Y | +1,843.7% | +22.2% | +1,821.5% | +1,575.0% |
| All | +2,396.1% | +77.0% | +2,319.1% | +981.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling