+1,843.7%
MUU vs EXPE
+30.8%
+1,812.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.0% |
| 7D | -8.2% | -5.8% | -2.5% | -8.7% |
| 30D | +10.2% | -13.6% | +23.8% | +8.8% |
| 3M | -26.5% | +25.2% | -51.7% | -29.8% |
| 6M | +227.2% | +22.3% | +204.9% | +204.3% |
| YTD | +527.4% | -0.3% | +527.7% | +529.7% |
| 1Y | +1,843.7% | +27.8% | +1,815.9% | +1,780.3% |
| All | +1,843.7% | +30.8% | +1,812.8% | +1,780.3% |
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 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