+390.7%
MUU vs EXPD
+40.0%
+350.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +2.9% | +21.3% | +21.2% |
| 7D | -2.5% | -1.6% | -0.9% | +1.2% |
| 30D | -39.7% | +0.6% | -40.4% | -38.2% |
| 3M | -27.4% | +9.8% | -37.2% | -30.7% |
| 6M | -38.4% | +25.8% | -64.2% | -47.2% |
| YTD | +276.4% | +31.3% | +245.2% | +169.0% |
| 1Y | +390.7% | +40.9% | +349.8% | +227.1% |
| All | +390.7% | +40.0% | +350.7% | +227.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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