+1,843.7%
MUU vs ESI
+34.2%
+1,809.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -2.1% |
| 7D | -8.2% | -4.6% | -3.6% | +1.0% |
| 30D | +10.2% | -10.5% | +20.7% | +38.6% |
| 3M | -26.5% | -19.8% | -6.7% | +32.1% |
| 6M | +227.2% | +5.8% | +221.4% | +342.9% |
| YTD | +527.4% | +38.3% | +489.1% | +418.5% |
| 1Y | +1,843.7% | +31.5% | +1,812.2% | +1,747.4% |
| All | +1,843.7% | +34.2% | +1,809.5% | +1,747.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling