+2,981.5%
MUU vs EWT
+99.0%
+2,882.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.9% | +9.7% | +5.1% |
| 7D | +17.4% | +4.0% | +13.4% | +2.4% |
| 30D | +24.0% | +10.3% | +13.7% | -11.4% |
| 3M | -23.9% | +6.1% | -30.0% | -24.4% |
| 6M | +284.4% | +56.6% | +227.8% | +20.1% |
| YTD | +583.7% | +76.6% | +507.1% | +29.3% |
| 1Y | +2,981.5% | +97.9% | +2,883.6% | +269.5% |
| All | +2,981.5% | +99.0% | +2,882.5% | +269.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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