+2,620.0%
MUU vs ENB
+35.2%
+2,584.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +11.4% |
| 7D | +17.4% | -0.2% | +17.6% | +17.3% |
| 30D | +24.0% | -2.2% | +26.2% | +23.4% |
| 3M | -23.9% | -10.5% | -13.4% | -25.1% |
| 6M | +284.4% | -5.1% | +289.5% | +275.3% |
| YTD | +583.7% | +9.0% | +574.8% | +525.5% |
| 1Y | +2,981.5% | +8.2% | +2,973.3% | +2,714.2% |
| All | +2,620.0% | +35.2% | +2,584.8% | +1,585.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling