+504.7%
MUU vs MDLN
+15.3%
+489.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +18.4% | -32.4% | -8.6% |
| 7D | -35.9% | +24.7% | -60.5% | -31.1% |
| 30D | -47.1% | +12.7% | -59.8% | -44.0% |
| 3M | -29.8% | -4.0% | -25.8% | -29.0% |
| 6M | +16.0% | -8.7% | +24.7% | +21.1% |
| YTD | +286.1% | -3.9% | +290.0% | +326.3% |
| All | +504.7% | +15.3% | +489.5% | +575.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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