+2,423.9%
MUU vs MCD
-12.6%
+2,436.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.2% | -9.2% | -9.6% |
| 7D | +3.6% | -2.5% | +6.1% | +0.1% |
| 30D | +22.3% | -7.0% | +29.4% | +11.2% |
| 3M | -8.2% | -9.8% | +1.6% | -15.0% |
| 6M | +256.3% | -21.8% | +278.1% | +220.4% |
| YTD | +534.4% | -15.6% | +550.0% | +489.8% |
| 1Y | +2,163.5% | -15.2% | +2,178.7% | +2,020.0% |
| All | +2,423.9% | -12.6% | +2,436.5% | +2,402.1% |
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