+1,272.2%
MUU vs EWT
+94.4%
+1,177.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.4% | -5.7% |
| 7D | +24.7% | +9.1% | +15.6% | -4.0% |
| 30D | -35.1% | -12.2% | -22.9% | +7.3% |
| 3M | -44.3% | -9.4% | -34.8% | -17.0% |
| 6M | -44.4% | +2.7% | -47.1% | -27.9% |
| YTD | +244.9% | +53.3% | +191.6% | +44.1% |
| 1Y | +365.6% | +59.2% | +306.4% | +80.8% |
| All | +1,272.2% | +94.4% | +1,177.9% | +302.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling