+2,569.2%
MUU vs EXR
-2.8%
+2,572.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.5% | +8.0% | +4.3% |
| 7D | +15.0% | -3.1% | +18.1% | +13.4% |
| 30D | +36.8% | -7.5% | +44.3% | +32.0% |
| 3M | -8.5% | -7.5% | -1.0% | -12.1% |
| 6M | +320.7% | -5.2% | +325.9% | +289.0% |
| YTD | +599.7% | +6.5% | +593.2% | +526.4% |
| 1Y | +2,569.2% | -2.0% | +2,571.2% | +2,415.4% |
| All | +2,569.2% | -2.8% | +2,572.0% | +2,415.4% |
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