+2,683.6%
MUU vs ADI
+63.7%
+2,619.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +4.4% |
| 7D | +15.0% | +2.6% | +12.4% | +9.2% |
| 30D | +36.8% | -4.6% | +41.4% | +52.3% |
| 3M | -8.5% | -9.5% | +1.0% | +31.9% |
| 6M | +320.7% | +14.8% | +305.9% | +302.4% |
| YTD | +599.7% | +35.8% | +563.9% | +405.1% |
| 1Y | +2,569.2% | +48.9% | +2,520.2% | +1,564.4% |
| All | +2,683.6% | +63.7% | +2,619.9% | +1,412.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling