+1,272.2%
MUU vs ADI
+78.4%
+1,193.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.8% | -2.5% | +0.7% |
| 7D | +24.7% | +9.5% | +15.2% | +4.0% |
| 30D | -35.1% | -1.4% | -33.8% | -26.6% |
| 3M | -44.3% | +4.7% | -49.0% | -44.7% |
| 6M | -44.4% | -7.4% | -37.0% | -16.2% |
| YTD | +244.9% | +48.1% | +196.9% | +124.8% |
| 1Y | +365.6% | +69.6% | +296.0% | +140.7% |
| All | +1,272.2% | +78.4% | +1,193.8% | +573.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling