+1,843.7%
MUU vs EWT
+85.6%
+1,758.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -7.5% |
| 7D | -8.2% | -1.1% | -7.1% | -4.4% |
| 30D | +10.2% | +4.5% | +5.7% | -4.6% |
| 3M | -26.5% | +8.3% | -34.8% | -35.6% |
| 6M | +227.2% | +54.2% | +173.0% | +7.8% |
| YTD | +527.4% | +74.6% | +452.8% | +23.8% |
| 1Y | +1,843.7% | +84.9% | +1,758.8% | +214.8% |
| All | +1,843.7% | +85.6% | +1,758.1% | +214.8% |
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