+2,396.1%
MUU vs MDY
+22.4%
+2,373.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -4.4% |
| 7D | -8.2% | -1.9% | -6.4% | -1.1% |
| 30D | +10.2% | -4.6% | +14.8% | +34.3% |
| 3M | -26.5% | -1.2% | -25.3% | -16.6% |
| 6M | +227.2% | +9.2% | +218.0% | +179.2% |
| YTD | +527.4% | +13.1% | +514.4% | +378.3% |
| 1Y | +1,843.7% | +13.0% | +1,830.7% | +1,452.3% |
| All | +2,396.1% | +22.4% | +2,373.6% | +1,760.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling