+2,538.2%
MUU vs EXPE
+82.9%
+2,455.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -7.9% | +4.9% | +0.3% |
| 7D | +13.9% | -9.8% | +23.7% | +18.8% |
| 30D | +24.8% | -11.5% | +36.3% | +29.9% |
| 3M | -15.7% | +21.7% | -37.5% | -30.4% |
| 6M | +338.9% | +10.4% | +328.5% | +271.6% |
| YTD | +563.2% | -2.5% | +565.7% | +506.6% |
| 1Y | +2,577.5% | +27.3% | +2,550.2% | +1,737.3% |
| All | +2,538.2% | +82.9% | +2,455.3% | +925.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling