+2,981.5%
MUU vs JD
-5.6%
+2,987.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.9% | +9.7% | +10.8% |
| 7D | +17.4% | -1.7% | +19.0% | +18.2% |
| 30D | +24.0% | -13.2% | +37.1% | +30.7% |
| 3M | -23.9% | -3.2% | -20.7% | -25.0% |
| 6M | +284.4% | +15.2% | +269.2% | +213.3% |
| YTD | +583.7% | +2.0% | +581.7% | +555.3% |
| 1Y | +2,981.5% | -5.4% | +2,986.9% | +3,451.4% |
| All | +2,981.5% | -5.6% | +2,987.1% | +3,451.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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