+2,423.9%
MUU vs MDT
+8.6%
+2,415.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.3% | -9.0% | -9.4% |
| 7D | +3.6% | -1.6% | +5.1% | +3.1% |
| 30D | +22.3% | +1.0% | +21.3% | +22.8% |
| 3M | -8.2% | +15.2% | -23.4% | -7.6% |
| 6M | +256.3% | +3.7% | +252.7% | +295.1% |
| YTD | +534.4% | -3.0% | +537.4% | +650.0% |
| 1Y | +2,163.5% | +2.5% | +2,161.0% | +2,435.3% |
| All | +2,423.9% | +8.6% | +2,415.2% | +2,460.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling