+1,397.6%
MUU vs JD
-30.9%
+1,428.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -1.6% | +25.8% | +24.9% |
| 7D | -2.5% | +0.4% | -2.9% | -3.8% |
| 30D | -39.7% | +4.2% | -44.0% | -42.0% |
| 3M | -27.4% | -12.8% | -14.7% | -23.5% |
| 6M | -38.4% | -8.8% | -29.7% | -37.8% |
| YTD | +276.4% | +0.5% | +275.9% | +255.4% |
| 1Y | +390.7% | -8.8% | +399.5% | +397.1% |
| All | +1,397.6% | -30.9% | +1,428.6% | +1,678.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling