+2,396.1%
MUU vs SRE
+7.3%
+2,388.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.5% |
| 7D | -8.2% | -0.8% | -7.4% | -7.6% |
| 30D | +10.2% | -3.0% | +13.2% | +11.9% |
| 3M | -26.5% | -8.3% | -18.2% | -21.5% |
| 6M | +227.2% | -8.9% | +236.1% | +243.3% |
| YTD | +527.4% | -4.3% | +531.7% | +522.2% |
| 1Y | +1,843.7% | +2.7% | +1,840.9% | +1,692.9% |
| All | +2,396.1% | +7.3% | +2,388.7% | +1,650.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling