+2,538.2%
MUU vs ESI
+45.0%
+2,493.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -4.1% |
| 7D | +13.9% | +5.4% | +8.5% | +3.1% |
| 30D | +24.8% | -4.2% | +29.0% | +36.9% |
| 3M | -15.7% | -9.6% | -6.1% | +21.3% |
| 6M | +338.9% | +18.3% | +320.6% | +337.3% |
| YTD | +563.2% | +45.8% | +517.3% | +331.6% |
| 1Y | +2,577.5% | +39.2% | +2,538.3% | +1,864.2% |
| All | +2,538.2% | +45.0% | +2,493.3% | +1,761.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling