+2,423.9%
MUU vs MDY
+21.5%
+2,402.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -5.5% |
| 7D | +3.6% | -2.5% | +6.1% | +14.8% |
| 30D | +22.3% | -5.0% | +27.4% | +52.0% |
| 3M | -8.2% | +0.5% | -8.7% | -0.7% |
| 6M | +256.3% | +8.0% | +248.3% | +217.7% |
| YTD | +534.4% | +12.2% | +522.3% | +400.1% |
| 1Y | +2,163.5% | +14.0% | +2,149.5% | +1,670.9% |
| All | +2,423.9% | +21.5% | +2,402.4% | +1,845.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling