+2,569.2%
MUU vs EXC
+5.3%
+2,563.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +4.7% |
| 7D | +15.0% | +0.3% | +14.7% | +15.7% |
| 30D | +36.8% | -0.9% | +37.7% | +35.6% |
| 3M | -8.5% | -2.7% | -5.8% | -10.0% |
| 6M | +320.7% | -9.4% | +330.1% | +320.6% |
| YTD | +599.7% | +3.0% | +596.7% | +606.4% |
| 1Y | +2,569.2% | +5.1% | +2,564.0% | +2,812.9% |
| All | +2,569.2% | +5.3% | +2,563.9% | +2,812.9% |
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