+2,683.6%
MUU vs EW
+27.4%
+2,656.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.8% |
| 7D | +15.0% | -5.1% | +20.1% | +18.3% |
| 30D | +36.8% | -6.4% | +43.2% | +41.2% |
| 3M | -8.5% | -1.6% | -7.0% | -9.8% |
| 6M | +320.7% | +2.3% | +318.5% | +302.2% |
| YTD | +599.7% | +1.1% | +598.6% | +581.0% |
| 1Y | +2,569.2% | +8.0% | +2,561.2% | +2,373.4% |
| All | +2,683.6% | +27.4% | +2,656.2% | +2,173.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling