+2,620.0%
MUU vs EXPD
+59.7%
+2,560.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.9% | +10.7% | +10.7% |
| 7D | +17.4% | -1.1% | +18.5% | +18.8% |
| 30D | +24.0% | +4.1% | +19.9% | +19.8% |
| 3M | -23.9% | +17.9% | -41.8% | -35.3% |
| 6M | +284.4% | +29.2% | +255.2% | +199.0% |
| YTD | +583.7% | +27.4% | +556.4% | +417.9% |
| 1Y | +2,981.5% | +56.8% | +2,924.6% | +1,689.9% |
| All | +2,620.0% | +59.7% | +2,560.3% | +1,469.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling