+2,396.1%
MUU vs ENB
+28.9%
+2,367.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.3% |
| 7D | -8.2% | -4.7% | -3.6% | -9.0% |
| 30D | +10.2% | -5.9% | +16.0% | +9.0% |
| 3M | -26.5% | -14.2% | -12.3% | -28.4% |
| 6M | +227.2% | -8.6% | +235.8% | +215.7% |
| YTD | +527.4% | +3.9% | +523.5% | +469.1% |
| 1Y | +1,843.7% | +1.8% | +1,841.9% | +1,679.0% |
| All | +2,396.1% | +28.9% | +2,367.2% | +1,433.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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