+2,538.2%
MUU vs SE
+17.8%
+2,520.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -3.8% |
| 7D | +13.9% | +0.6% | +13.3% | +13.3% |
| 30D | +24.8% | -0.1% | +24.9% | +22.0% |
| 3M | -15.7% | +34.1% | -49.9% | -38.8% |
| 6M | +338.9% | +23.2% | +315.7% | +235.1% |
| YTD | +563.2% | -11.2% | +574.3% | +595.8% |
| 1Y | +2,577.5% | -40.5% | +2,618.0% | +4,154.9% |
| All | +2,538.2% | +17.8% | +2,520.4% | +2,365.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling