+2,620.0%
MUU vs ADI
+62.4%
+2,557.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.6% | +10.0% | +8.2% |
| 7D | +17.4% | +0.4% | +16.9% | +16.8% |
| 30D | +24.0% | -3.8% | +27.8% | +34.8% |
| 3M | -23.9% | -15.3% | -8.6% | +28.1% |
| 6M | +284.4% | +6.7% | +277.7% | +325.9% |
| YTD | +583.7% | +34.8% | +548.9% | +401.7% |
| 1Y | +2,981.5% | +49.0% | +2,932.4% | +1,823.4% |
| All | +2,620.0% | +62.4% | +2,557.6% | +1,402.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling