+2,981.5%
MUU vs EXPE
+40.7%
+2,940.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.7% | +13.3% | +11.4% |
| 7D | +17.4% | -9.5% | +26.9% | +16.2% |
| 30D | +24.0% | -6.6% | +30.6% | +23.3% |
| 3M | -23.9% | +31.4% | -55.3% | -26.9% |
| 6M | +284.4% | +35.2% | +249.2% | +250.8% |
| YTD | +583.7% | +5.8% | +577.9% | +589.8% |
| 1Y | +2,981.5% | +38.7% | +2,942.8% | +2,918.1% |
| All | +2,981.5% | +40.7% | +2,940.8% | +2,918.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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