+2,683.6%
MUU vs ENB
+35.3%
+2,648.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.3% |
| 7D | +15.0% | -0.3% | +15.3% | +15.0% |
| 30D | +36.8% | -1.1% | +37.9% | +36.6% |
| 3M | -8.5% | -8.5% | 0.0% | -9.7% |
| 6M | +320.7% | -4.5% | +325.3% | +310.4% |
| YTD | +599.7% | +9.1% | +590.6% | +540.4% |
| 1Y | +2,569.2% | +8.0% | +2,561.2% | +2,345.7% |
| All | +2,683.6% | +35.3% | +2,648.2% | +1,625.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling