+1,272.2%
MUU vs MCD
-6.1%
+1,278.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -6.1% |
| 7D | +24.7% | -1.6% | +26.3% | +22.0% |
| 30D | -35.1% | +14.1% | -49.3% | -19.7% |
| 3M | -44.3% | +0.6% | -44.9% | -41.4% |
| 6M | -44.4% | 0.0% | -44.4% | -38.5% |
| YTD | +244.9% | -9.3% | +254.2% | +267.2% |
| 1Y | +365.6% | -9.3% | +374.9% | +396.3% |
| All | +1,272.2% | -6.1% | +1,278.3% | +1,457.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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