+2,683.6%
MUU vs JD
-33.1%
+2,716.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.5% | +8.0% | +6.9% |
| 7D | +15.0% | -3.0% | +18.0% | +17.0% |
| 30D | +36.8% | -19.3% | +56.1% | +52.9% |
| 3M | -8.5% | -6.0% | -2.5% | -8.7% |
| 6M | +320.7% | +1.8% | +318.9% | +297.3% |
| YTD | +599.7% | -2.6% | +602.3% | +582.3% |
| 1Y | +2,569.2% | -17.4% | +2,586.6% | +2,845.4% |
| All | +2,683.6% | -33.1% | +2,716.6% | +3,314.6% |
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