+2,981.5%
MUU vs ADI
+50.9%
+2,930.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.6% | +10.0% | +7.6% |
| 7D | +17.4% | +0.4% | +16.9% | +16.6% |
| 30D | +24.0% | -3.8% | +27.8% | +36.3% |
| 3M | -23.9% | -15.3% | -8.6% | +33.4% |
| 6M | +284.4% | +6.7% | +277.7% | +341.6% |
| YTD | +583.7% | +34.8% | +548.9% | +416.7% |
| 1Y | +2,981.5% | +49.0% | +2,932.4% | +1,722.3% |
| All | +2,981.5% | +50.9% | +2,930.5% | +1,722.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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