+2,396.1%
MUU vs EW
+24.7%
+2,371.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | +0.4% |
| 7D | -8.2% | -6.2% | -2.1% | -5.1% |
| 30D | +10.2% | -9.3% | +19.5% | +15.7% |
| 3M | -26.5% | -1.6% | -24.9% | -27.9% |
| 6M | +227.2% | -0.8% | +228.1% | +219.0% |
| YTD | +527.4% | -1.0% | +528.5% | +517.2% |
| 1Y | +1,843.7% | +8.2% | +1,835.5% | +1,682.9% |
| All | +2,396.1% | +24.7% | +2,371.4% | +1,960.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling