+2,620.0%
MUU vs ESTC
+16.7%
+2,603.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -4.5% | +16.1% | +13.2% |
| 7D | +17.4% | -8.1% | +25.5% | +20.6% |
| 30D | +24.0% | +31.7% | -7.7% | +8.7% |
| 3M | -23.9% | +41.1% | -64.9% | -35.8% |
| 6M | +284.4% | +77.1% | +207.4% | +177.2% |
| YTD | +583.7% | +21.7% | +562.0% | +513.4% |
| 1Y | +2,981.5% | +8.4% | +2,973.1% | +2,892.8% |
| All | +2,620.0% | +16.7% | +2,603.3% | +2,069.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling