+2,538.2%
MUU vs EXR
-12.0%
+2,550.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | +13.9% | -0.7% | +14.6% | +14.2% |
| 30D | +24.8% | -6.9% | +31.7% | +28.8% |
| 3M | -15.7% | -3.0% | -12.8% | -18.1% |
| 6M | +338.9% | -2.9% | +341.8% | +321.4% |
| YTD | +563.2% | +9.3% | +553.9% | +464.1% |
| 1Y | +2,577.5% | -0.9% | +2,578.4% | +2,399.2% |
| All | +2,538.2% | -12.0% | +2,550.3% | +2,114.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling