+2,163.5%
MUU vs EXEL
+50.0%
+2,113.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.8% | -8.3% |
| 7D | +3.6% | -2.9% | +6.4% | +5.7% |
| 30D | +22.3% | +11.9% | +10.4% | +13.1% |
| 3M | -8.2% | +9.2% | -17.4% | -13.0% |
| 6M | +256.3% | +39.1% | +217.3% | +191.7% |
| YTD | +534.4% | +31.0% | +503.4% | +428.8% |
| 1Y | +2,163.5% | +52.3% | +2,111.2% | +1,620.5% |
| All | +2,163.5% | +50.0% | +2,113.5% | +1,620.5% |
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