+365.6%
MUU vs MDT
+11.9%
+353.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.9% | -7.1% | -2.4% |
| 7D | +24.7% | +1.0% | +23.6% | +26.6% |
| 30D | -35.1% | +9.2% | -44.3% | -23.5% |
| 3M | -44.3% | +14.5% | -58.8% | -27.8% |
| 6M | -44.4% | +37.3% | -81.7% | -12.8% |
| YTD | +244.9% | +9.8% | +235.1% | +601.0% |
| 1Y | +365.6% | +10.5% | +355.1% | +847.9% |
| All | +365.6% | +11.9% | +353.7% | +847.9% |
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