+359.1%
MUU vs ADM
+27.8%
+331.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | +43.7% | +0.7% | +43.0% | +43.3% |
| 30D | -37.2% | -14.7% | -22.5% | -33.6% |
| 3M | -36.1% | -10.4% | -25.7% | -34.5% |
| 6M | -35.7% | -10.9% | -24.8% | -32.7% |
| YTD | +264.0% | +26.0% | +238.0% | +276.1% |
| 1Y | +359.1% | +26.5% | +332.6% | +384.7% |
| All | +359.1% | +27.8% | +331.3% | +384.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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