+2,981.5%
MUU vs EXR
+1.1%
+2,980.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +11.1% |
| 7D | +17.4% | -2.6% | +19.9% | +16.1% |
| 30D | +24.0% | -7.2% | +31.2% | +20.0% |
| 3M | -23.9% | -3.5% | -20.4% | -26.3% |
| 6M | +284.4% | -5.3% | +289.7% | +262.6% |
| YTD | +583.7% | +9.4% | +574.4% | +514.2% |
| 1Y | +2,981.5% | +1.3% | +2,980.2% | +2,813.4% |
| All | +2,981.5% | +1.1% | +2,980.4% | +2,813.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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