+2,683.6%
MUU vs EMR
+40.1%
+2,643.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +7.8% |
| 7D | +15.0% | +0.9% | +14.1% | +13.2% |
| 30D | +36.8% | -5.0% | +41.8% | +49.6% |
| 3M | -8.5% | +5.9% | -14.4% | -13.1% |
| 6M | +320.7% | +7.3% | +313.4% | +300.9% |
| YTD | +599.7% | +14.6% | +585.1% | +427.0% |
| 1Y | +2,569.2% | +15.6% | +2,553.5% | +1,876.5% |
| All | +2,683.6% | +40.1% | +2,643.4% | +1,287.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling