+504.3%
MUU vs EXC
+1.0%
+503.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.6% | -15.6% | -11.3% |
| 7D | -35.9% | +3.3% | -39.1% | -31.6% |
| 30D | -47.1% | +13.3% | -60.4% | -34.5% |
| 3M | -29.8% | +1.8% | -31.7% | -25.1% |
| 6M | +16.0% | +1.1% | +14.9% | +30.5% |
| YTD | +286.1% | +9.0% | +277.1% | +327.3% |
| 1Y | +504.3% | +3.4% | +501.0% | +626.5% |
| All | +504.3% | +1.0% | +503.3% | +626.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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