+504.3%
MUU vs MPC
+122.9%
+381.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -8.1% | -5.9% | -14.6% |
| 7D | -35.9% | -10.9% | -24.9% | -36.6% |
| 30D | -47.1% | -9.4% | -37.7% | -47.5% |
| 3M | -29.8% | +26.0% | -55.8% | -26.1% |
| 6M | +16.0% | +56.5% | -40.5% | +30.9% |
| YTD | +286.1% | +144.3% | +141.8% | +338.8% |
| 1Y | +504.3% | +117.2% | +387.1% | +717.0% |
| All | +504.3% | +122.9% | +381.4% | +717.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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