+2,423.9%
MUU vs ADM
+62.5%
+2,361.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.4% | -9.7% | -9.5% |
| 7D | +3.6% | +3.0% | +0.6% | +2.2% |
| 30D | +22.3% | +8.7% | +13.6% | +17.8% |
| 3M | -8.2% | +7.6% | -15.8% | -11.2% |
| 6M | +256.3% | +26.9% | +229.5% | +231.6% |
| YTD | +534.4% | +54.3% | +480.1% | +455.4% |
| 1Y | +2,163.5% | +45.7% | +2,117.8% | +1,915.7% |
| All | +2,423.9% | +62.5% | +2,361.4% | +1,652.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling