+970.9%
MUU vs MDLN
+4.5%
+966.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +11.6% |
| 7D | +17.4% | +3.7% | +13.7% | +18.3% |
| 30D | +24.0% | -0.2% | +24.2% | +24.0% |
| 3M | -23.9% | +6.2% | -30.1% | -23.4% |
| 6M | +284.4% | -14.7% | +299.1% | +283.5% |
| YTD | +583.7% | -12.9% | +596.6% | +619.9% |
| All | +970.9% | +4.5% | +966.4% | +1,040.1% |
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