+1,272.2%
MUU vs EXPD
+64.8%
+1,207.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.8% | -4.8% |
| 7D | +24.7% | +5.5% | +19.2% | +18.6% |
| 30D | -35.1% | -0.8% | -34.3% | -32.6% |
| 3M | -44.3% | +4.1% | -48.4% | -45.1% |
| 6M | -44.4% | +25.7% | -70.1% | -54.6% |
| YTD | +244.9% | +31.4% | +213.5% | +158.9% |
| 1Y | +365.6% | +42.2% | +323.4% | +220.1% |
| All | +1,272.2% | +64.8% | +1,207.4% | +684.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling