+2,423.9%
MUU vs ADI
+62.0%
+2,361.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.3% | -7.1% |
| 7D | +3.6% | +1.3% | +2.2% | +1.2% |
| 30D | +22.3% | -6.0% | +28.3% | +40.5% |
| 3M | -8.2% | -7.7% | -0.5% | +27.7% |
| 6M | +256.3% | +14.0% | +242.4% | +247.5% |
| YTD | +534.4% | +34.4% | +500.0% | +369.3% |
| 1Y | +2,163.5% | +48.0% | +2,115.5% | +1,336.5% |
| All | +2,423.9% | +62.0% | +2,361.9% | +1,305.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling