+2,620.0%
MUU vs MCD
-11.7%
+2,631.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.5% | +13.1% | +9.4% |
| 7D | +17.4% | -2.8% | +20.2% | +13.0% |
| 30D | +24.0% | -6.0% | +30.0% | +14.4% |
| 3M | -23.9% | -5.6% | -18.3% | -25.4% |
| 6M | +284.4% | -21.9% | +306.3% | +248.9% |
| YTD | +583.7% | -14.7% | +598.4% | +544.9% |
| 1Y | +2,981.5% | -17.3% | +2,998.7% | +2,828.1% |
| All | +2,620.0% | -11.7% | +2,631.8% | +2,635.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling