+1,348.1%
MUU vs ENB
+29.8%
+1,318.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.2% |
| 7D | +43.7% | 0.0% | +43.7% | +43.6% |
| 30D | -37.2% | +1.4% | -38.6% | -36.9% |
| 3M | -36.1% | -5.2% | -30.9% | -36.3% |
| 6M | -35.7% | -9.9% | -25.8% | -37.2% |
| YTD | +264.0% | +4.7% | +259.3% | +232.8% |
| 1Y | +359.1% | +2.8% | +356.3% | +325.1% |
| All | +1,348.1% | +29.8% | +1,318.3% | +796.6% |
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