+365.6%
MUU vs EXR
+25.3%
+340.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.4% | -5.1% |
| 7D | +24.7% | -0.4% | +25.1% | +24.0% |
| 30D | -35.1% | +18.2% | -53.4% | -24.0% |
| 3M | -44.3% | +7.3% | -51.6% | -38.6% |
| 6M | -44.4% | +13.8% | -58.3% | -38.7% |
| YTD | +244.9% | +25.9% | +219.0% | +250.4% |
| 1Y | +365.6% | +25.8% | +339.8% | +372.4% |
| All | +365.6% | +25.3% | +340.3% | +372.4% |
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