+2,396.1%
MUU vs MCK
+76.4%
+2,319.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.0% |
| 7D | -8.2% | -2.9% | -5.3% | -10.4% |
| 30D | +10.2% | +0.4% | +9.7% | +11.2% |
| 3M | -26.5% | +12.1% | -38.6% | -17.1% |
| 6M | +227.2% | -5.4% | +232.7% | +279.0% |
| YTD | +527.4% | +7.8% | +519.6% | +633.8% |
| 1Y | +1,843.7% | +22.9% | +1,820.7% | +2,250.2% |
| All | +2,396.1% | +76.4% | +2,319.7% | +2,942.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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