+2,538.2%
MUU vs JD
-31.4%
+2,569.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -1.0% | -1.9% |
| 7D | +13.9% | -0.8% | +14.7% | +14.5% |
| 30D | +24.8% | -16.0% | +40.8% | +36.4% |
| 3M | -15.7% | -3.2% | -12.6% | -17.3% |
| 6M | +338.9% | +6.1% | +332.8% | +304.8% |
| YTD | +563.2% | -0.1% | +563.3% | +538.5% |
| 1Y | +2,577.5% | -12.7% | +2,590.2% | +2,763.4% |
| All | +2,538.2% | -31.4% | +2,569.6% | +3,095.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling