+504.3%
MUU vs EQT
-3.4%
+507.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -3.2% | -10.8% | -14.4% |
| 7D | -35.9% | -6.6% | -29.3% | -36.6% |
| 30D | -47.1% | +2.7% | -49.9% | -46.6% |
| 3M | -29.8% | -0.2% | -29.7% | -29.5% |
| 6M | +16.0% | -10.6% | +26.6% | +19.1% |
| YTD | +286.1% | -1.2% | +287.2% | +257.8% |
| 1Y | +504.3% | -4.9% | +509.2% | +465.5% |
| All | +504.3% | -3.4% | +507.8% | +465.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1y: compounded portfolio wealth divided by compounded EQT 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…
1y analysis · Full analysis span regression · 6 months rolling