+2,396.4%
MUU vs SE
-43.4%
+2,439.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.1% | +9.6% | +7.1% |
| 7D | +15.0% | -3.6% | +18.7% | +16.5% |
| 30D | +36.8% | -5.3% | +42.1% | +37.9% |
| 3M | -8.5% | +28.1% | -36.6% | -26.7% |
| 6M | +320.7% | +20.7% | +300.1% | +251.1% |
| YTD | +599.7% | -14.8% | +614.5% | +749.1% |
| All | +2,396.4% | -43.4% | +2,439.8% | +4,600.6% |
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