+504.3%
MUU vs MDT
+20.2%
+484.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +6.1% | -20.1% | -4.2% |
| 7D | -35.9% | +10.7% | -46.6% | -23.2% |
| 30D | -47.1% | +19.3% | -66.4% | -28.1% |
| 3M | -29.8% | +22.8% | -52.6% | +0.6% |
| 6M | +16.0% | +36.4% | -20.3% | +93.3% |
| YTD | +286.1% | +12.1% | +274.0% | +679.7% |
| 1Y | +504.3% | +19.9% | +484.4% | +1,180.2% |
| All | +504.3% | +20.2% | +484.1% | +1,180.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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