+2,423.9%
MUU vs EMR
+38.3%
+2,385.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.3% | -8.0% | -6.8% |
| 7D | +3.6% | -1.2% | +4.8% | +6.4% |
| 30D | +22.3% | -9.4% | +31.8% | +47.5% |
| 3M | -8.2% | +8.6% | -16.8% | -16.5% |
| 6M | +256.3% | +6.7% | +249.7% | +244.9% |
| YTD | +534.4% | +13.1% | +521.3% | +391.0% |
| 1Y | +2,163.5% | +12.7% | +2,150.8% | +1,667.8% |
| All | +2,423.9% | +38.3% | +2,385.6% | +1,192.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 10y: compounded portfolio wealth divided by compounded EMR 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…
10y analysis · Full analysis span regression · 6 months rolling