+365.6%
MUU vs EXPE
-4.7%
+370.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.2% | -4.1% | -5.3% |
| 7D | +24.7% | -0.5% | +25.2% | +24.5% |
| 30D | -35.1% | -6.1% | -29.1% | -33.6% |
| 3M | -44.3% | -21.3% | -23.0% | -44.0% |
| 6M | -44.4% | +19.0% | -63.4% | -46.4% |
| YTD | +244.9% | -8.4% | +253.3% | +268.4% |
| 1Y | +365.6% | -2.8% | +368.4% | +362.4% |
| All | +365.6% | -4.7% | +370.3% | +362.4% |
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