+2,981.5%
MUU vs SRE
+4.7%
+2,976.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.6% | +12.2% | +11.7% |
| 7D | +17.4% | -0.3% | +17.7% | +17.5% |
| 30D | +24.0% | -0.7% | +24.7% | +24.3% |
| 3M | -23.9% | -6.3% | -17.6% | -22.0% |
| 6M | +284.4% | -10.7% | +295.1% | +302.9% |
| YTD | +583.7% | -3.5% | +587.2% | +571.1% |
| 1Y | +2,981.5% | +5.3% | +2,976.2% | +2,930.6% |
| All | +2,981.5% | +4.7% | +2,976.8% | +2,930.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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