+2,538.2%
MUU vs ADP
-2.7%
+2,541.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.5% | +0.5% | -6.3% |
| 7D | +13.9% | -5.5% | +19.4% | +8.2% |
| 30D | +24.8% | -1.2% | +26.0% | +24.0% |
| 3M | -15.7% | +17.9% | -33.6% | -1.0% |
| 6M | +338.9% | +20.3% | +318.6% | +424.2% |
| YTD | +563.2% | +5.8% | +557.3% | +779.7% |
| 1Y | +2,577.5% | -7.7% | +2,585.2% | +4,053.3% |
| All | +2,538.2% | -2.7% | +2,541.0% | +3,489.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 ADP 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