+2,683.6%
MUU vs JCI
+90.8%
+2,592.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +7.6% |
| 7D | +15.0% | +4.1% | +11.0% | +5.5% |
| 30D | +36.8% | -3.8% | +40.6% | +47.6% |
| 3M | -8.5% | -1.6% | -6.9% | +3.6% |
| 6M | +320.7% | +9.5% | +311.2% | +303.2% |
| YTD | +599.7% | +21.7% | +578.0% | +424.7% |
| 1Y | +2,569.2% | +37.1% | +2,532.0% | +1,518.7% |
| All | +2,683.6% | +90.8% | +2,592.8% | +799.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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