+2,981.5%
MUU vs MKC
-23.4%
+3,004.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +10.4% |
| 7D | +17.4% | -5.9% | +23.2% | +8.8% |
| 30D | +24.0% | -0.9% | +24.8% | +23.8% |
| 3M | -23.9% | +12.7% | -36.6% | -6.4% |
| 6M | +284.4% | -19.3% | +303.7% | +291.9% |
| YTD | +583.7% | -22.2% | +605.9% | +617.5% |
| 1Y | +2,981.5% | -23.3% | +3,004.8% | +3,450.5% |
| All | +2,981.5% | -23.4% | +3,004.9% | +3,450.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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