+1,272.2%
MUU vs EW
+58.4%
+1,213.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.3% | -6.5% | -5.8% |
| 7D | +24.7% | +4.9% | +19.8% | +22.4% |
| 30D | -35.1% | +23.9% | -59.1% | -41.3% |
| 3M | -44.3% | +15.8% | -60.0% | -48.0% |
| 6M | -44.4% | +31.7% | -76.1% | -52.9% |
| YTD | +244.9% | +25.7% | +219.2% | +202.3% |
| 1Y | +365.6% | +24.4% | +341.2% | +312.6% |
| All | +1,272.2% | +58.4% | +1,213.8% | +909.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling