+365.6%
MUU vs MCD
-9.2%
+374.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -6.8% |
| 7D | +24.7% | -1.6% | +26.3% | +19.9% |
| 30D | -35.1% | +14.1% | -49.3% | -5.4% |
| 3M | -44.3% | +0.6% | -44.9% | -42.4% |
| 6M | -44.4% | 0.0% | -44.4% | -36.7% |
| YTD | +244.9% | -9.3% | +254.2% | +275.4% |
| 1Y | +365.6% | -9.3% | +374.9% | +417.5% |
| All | +365.6% | -9.2% | +374.8% | +417.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling