+284.4%
MUU vs MCD
-21.9%
+306.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.5% | +13.1% | +6.3% |
| 7D | +17.4% | -2.8% | +20.2% | +6.8% |
| 30D | +24.0% | -6.0% | +30.0% | +0.4% |
| 3M | -23.9% | -5.6% | -18.3% | -29.3% |
| 6M | +284.4% | -21.9% | +306.3% | +227.5% |
| All | +284.4% | -21.9% | +306.3% | +227.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling