+2,538.2%
MUU vs EWZ
+51.2%
+2,487.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -5.0% | -6.5% |
| 7D | +13.9% | +5.6% | +8.3% | +3.0% |
| 30D | +24.8% | +9.3% | +15.5% | +5.3% |
| 3M | -15.7% | +15.7% | -31.4% | -33.5% |
| 6M | +338.9% | +7.4% | +331.4% | +287.6% |
| YTD | +563.2% | +22.7% | +540.5% | +388.8% |
| 1Y | +2,577.5% | +36.4% | +2,541.1% | +1,503.6% |
| All | +2,538.2% | +51.2% | +2,487.0% | +1,240.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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