+2,538.2%
MUU vs ES
+21.8%
+2,516.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.0% |
| 7D | +13.9% | +1.4% | +12.5% | +13.9% |
| 30D | +24.8% | -1.2% | +26.0% | +24.9% |
| 3M | -15.7% | +5.0% | -20.7% | -16.7% |
| 6M | +338.9% | -2.8% | +341.7% | +344.1% |
| YTD | +563.2% | +8.6% | +554.6% | +535.3% |
| 1Y | +2,577.5% | +18.9% | +2,558.6% | +2,318.5% |
| All | +2,538.2% | +21.8% | +2,516.4% | +2,021.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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