+2,538.2%
MUU vs EWT
+122.6%
+2,415.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -1.2% |
| 7D | +13.9% | +1.6% | +12.3% | +8.5% |
| 30D | +24.8% | +8.2% | +16.6% | -2.3% |
| 3M | -15.7% | +11.1% | -26.8% | -28.9% |
| 6M | +338.9% | +60.4% | +278.4% | +40.5% |
| YTD | +563.2% | +75.6% | +487.6% | +66.1% |
| 1Y | +2,577.5% | +91.3% | +2,486.2% | +475.6% |
| All | +2,538.2% | +122.6% | +2,415.6% | +363.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling