+2,981.5%
MUU vs SE
-38.5%
+3,020.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +12.0% |
| 7D | +17.4% | -6.1% | +23.5% | +20.2% |
| 30D | +24.0% | -2.5% | +26.4% | +23.6% |
| 3M | -23.9% | +21.7% | -45.6% | -35.2% |
| 6M | +284.4% | +27.0% | +257.4% | +208.9% |
| YTD | +583.7% | -12.1% | +595.8% | +723.5% |
| 1Y | +2,981.5% | -40.9% | +3,022.4% | +5,780.9% |
| All | +2,981.5% | -38.5% | +3,020.0% | +5,780.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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