+2,538.2%
MUU vs ESTC
+12.4%
+2,525.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.7% | +0.7% | -1.7% |
| 7D | +13.9% | -4.3% | +18.2% | +15.3% |
| 30D | +24.8% | +17.7% | +7.1% | +14.7% |
| 3M | -15.7% | +42.3% | -58.0% | -30.5% |
| 6M | +338.9% | +64.6% | +274.3% | +229.0% |
| YTD | +563.2% | +17.2% | +545.9% | +503.1% |
| 1Y | +2,577.5% | -4.2% | +2,581.7% | +2,762.1% |
| All | +2,538.2% | +12.4% | +2,525.9% | +2,033.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 5y: compounded portfolio wealth divided by compounded ESTC 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…
5y analysis · Full analysis span regression · 6 months rolling