+2,981.5%
MUU vs EXEL
+59.2%
+2,922.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.2% | +11.8% | +11.7% |
| 7D | +17.4% | +8.4% | +9.0% | +11.3% |
| 30D | +24.0% | +4.1% | +19.9% | +20.3% |
| 3M | -23.9% | +12.4% | -36.3% | -29.6% |
| 6M | +284.4% | +41.5% | +242.9% | +209.3% |
| YTD | +583.7% | +34.6% | +549.1% | +458.7% |
| 1Y | +2,981.5% | +57.9% | +2,923.6% | +2,062.7% |
| All | +2,981.5% | +59.2% | +2,922.2% | +2,062.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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