+365.6%
MUU vs EW
+25.9%
+339.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.3% | -6.5% | -5.5% |
| 7D | +24.7% | +4.9% | +19.8% | +23.7% |
| 30D | -35.1% | +23.9% | -59.1% | -38.1% |
| 3M | -44.3% | +15.8% | -60.0% | -45.5% |
| 6M | -44.4% | +31.7% | -76.1% | -50.5% |
| YTD | +244.9% | +25.7% | +219.2% | +238.0% |
| 1Y | +365.6% | +24.4% | +341.2% | +369.0% |
| All | +365.6% | +25.9% | +339.7% | +369.0% |
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