+2,683.6%
MUU vs EXEL
+130.4%
+2,553.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.1% | +4.4% | +5.1% |
| 7D | +15.0% | -0.3% | +15.4% | +15.2% |
| 30D | +36.8% | +10.1% | +26.7% | +31.2% |
| 3M | -8.5% | +10.1% | -18.6% | -11.8% |
| 6M | +320.7% | +37.7% | +283.1% | +275.1% |
| YTD | +599.7% | +33.1% | +566.6% | +528.4% |
| 1Y | +2,569.2% | +52.4% | +2,516.8% | +2,204.3% |
| All | +2,683.6% | +130.4% | +2,553.2% | +2,685.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling