+1,843.7%
MUU vs MDT
+1.7%
+1,841.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -2.0% |
| 7D | -8.2% | -3.4% | -4.8% | -12.2% |
| 30D | +10.2% | +0.2% | +9.9% | +11.2% |
| 3M | -26.5% | +14.3% | -40.8% | -11.1% |
| 6M | +227.2% | +4.0% | +223.2% | +346.0% |
| YTD | +527.4% | -3.7% | +531.1% | +811.9% |
| 1Y | +1,843.7% | -0.4% | +1,844.0% | +2,974.8% |
| All | +1,843.7% | +1.7% | +1,841.9% | +2,974.8% |
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