+504.3%
MUU vs EW
+19.7%
+484.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.4% | -18.4% | -14.5% |
| 7D | -35.9% | +8.3% | -44.1% | -36.7% |
| 30D | -47.1% | +13.9% | -61.0% | -48.4% |
| 3M | -29.8% | +10.9% | -40.8% | -31.3% |
| 6M | +16.0% | +19.2% | -3.2% | +8.6% |
| YTD | +286.1% | +16.6% | +269.5% | +278.7% |
| 1Y | +504.3% | +18.1% | +486.2% | +490.7% |
| All | +504.3% | +19.7% | +484.7% | +490.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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