+1,106.1%
MUU vs EXC
+23.7%
+1,082.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -3.0% |
| 7D | -32.5% | +0.1% | -32.5% | -31.8% |
| 30D | -55.2% | +9.0% | -64.3% | -48.3% |
| 3M | -40.7% | +3.3% | -44.0% | -35.9% |
| 6M | -43.9% | +5.7% | -49.6% | -36.5% |
| YTD | +203.2% | +7.3% | +195.8% | +251.5% |
| 1Y | +257.0% | +2.9% | +254.1% | +298.8% |
| All | +1,106.1% | +23.7% | +1,082.4% | +1,993.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling