+2,423.9%
MUU vs EWT
+117.4%
+2,306.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.5% | -6.8% | -1.1% |
| 7D | +3.6% | -1.1% | +4.7% | +8.2% |
| 30D | +22.3% | +4.8% | +17.5% | +6.8% |
| 3M | -8.2% | +11.1% | -19.3% | -22.4% |
| 6M | +256.3% | +54.6% | +201.7% | +28.6% |
| YTD | +534.4% | +71.4% | +463.0% | +72.3% |
| 1Y | +2,163.5% | +82.1% | +2,081.4% | +465.3% |
| All | +2,423.9% | +117.4% | +2,306.5% | +380.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling