+1,272.2%
MUU vs ESI
+32.4%
+1,239.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.7% | -4.5% | -3.8% |
| 7D | +24.7% | +5.5% | +19.2% | +14.0% |
| 30D | -35.1% | -7.8% | -27.4% | -16.9% |
| 3M | -44.3% | -15.0% | -29.3% | -17.0% |
| 6M | -44.4% | -24.9% | -19.5% | +28.2% |
| YTD | +244.9% | +33.2% | +211.7% | +188.8% |
| 1Y | +365.6% | +24.9% | +340.7% | +347.5% |
| All | +1,272.2% | +32.4% | +1,239.8% | +1,146.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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