+2,683.6%
MUU vs EXPE
+81.6%
+2,602.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.8% |
| 7D | +15.0% | -11.5% | +26.5% | +20.9% |
| 30D | +36.8% | -13.1% | +49.9% | +43.6% |
| 3M | -8.5% | +18.1% | -26.7% | -23.1% |
| 6M | +320.7% | +13.3% | +307.5% | +249.4% |
| YTD | +599.7% | -3.2% | +602.9% | +541.8% |
| 1Y | +2,569.2% | +26.1% | +2,543.0% | +1,741.5% |
| All | +2,683.6% | +81.6% | +2,602.0% | +984.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling