+365.6%
MUU vs EXC
+3.6%
+362.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.4% | -6.6% | -2.9% |
| 7D | +24.7% | +1.4% | +23.3% | +27.7% |
| 30D | -35.1% | +8.6% | -43.7% | -23.7% |
| 3M | -44.3% | +2.4% | -46.7% | -39.2% |
| 6M | -44.4% | +6.5% | -50.9% | -36.4% |
| YTD | +244.9% | +9.0% | +235.9% | +281.9% |
| 1Y | +365.6% | +4.6% | +361.0% | +434.4% |
| All | +365.6% | +3.6% | +362.0% | +434.4% |
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