+2,981.5%
MUU vs EXE
+3.1%
+2,978.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +11.0% |
| 7D | +17.4% | -0.3% | +17.6% | +17.4% |
| 30D | +24.0% | +8.5% | +15.5% | +29.8% |
| 3M | -23.9% | +5.5% | -29.4% | -20.3% |
| 6M | +284.4% | -5.9% | +290.3% | +302.9% |
| YTD | +583.7% | -9.7% | +593.4% | +621.9% |
| 1Y | +2,981.5% | +3.6% | +2,977.9% | +3,354.3% |
| All | +2,981.5% | +3.1% | +2,978.4% | +3,354.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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