+2,423.9%
MUU vs EXPE
+84.4%
+2,339.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.6% | -10.9% | -10.0% |
| 7D | +3.6% | -8.7% | +12.2% | +7.3% |
| 30D | +22.3% | -13.6% | +36.0% | +28.7% |
| 3M | -8.2% | +26.6% | -34.9% | -26.2% |
| 6M | +256.3% | +19.9% | +236.4% | +185.6% |
| YTD | +534.4% | -1.7% | +536.1% | +477.7% |
| 1Y | +2,163.5% | +29.4% | +2,134.0% | +1,433.3% |
| All | +2,423.9% | +84.4% | +2,339.4% | +876.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling