+2,538.2%
MUU vs EXC
+19.4%
+2,518.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -2.1% |
| 7D | +13.9% | +1.2% | +12.7% | +15.8% |
| 30D | +24.8% | -2.7% | +27.5% | +20.5% |
| 3M | -15.7% | -1.0% | -14.8% | -15.0% |
| 6M | +338.9% | -9.3% | +348.1% | +323.8% |
| YTD | +563.2% | +3.6% | +559.5% | +609.7% |
| 1Y | +2,577.5% | +5.9% | +2,571.6% | +2,859.1% |
| All | +2,538.2% | +19.4% | +2,518.9% | +4,127.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling