+2,396.1%
MUU vs SE
+10.4%
+2,385.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.2% |
| 7D | -8.2% | -5.2% | -3.0% | -5.0% |
| 30D | +10.2% | -17.1% | +27.2% | +24.3% |
| 3M | -26.5% | +24.0% | -50.5% | -44.0% |
| 6M | +227.2% | +21.0% | +206.2% | +150.1% |
| YTD | +527.4% | -16.7% | +544.1% | +586.8% |
| 1Y | +1,843.7% | -45.9% | +1,889.6% | +3,221.1% |
| All | +2,396.1% | +10.4% | +2,385.7% | +2,333.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling