+1,138.0%
MUU vs MPC
+149.4%
+988.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +4.6% | +7.9% | +9.0% |
| 7D | -27.2% | -9.4% | -17.7% | -20.5% |
| 30D | -54.0% | -14.3% | -39.7% | -48.5% |
| 3M | -41.4% | +31.1% | -72.5% | -53.3% |
| 6M | -42.5% | +60.3% | -102.7% | -62.1% |
| YTD | +211.2% | +142.5% | +68.7% | +13.8% |
| 1Y | +313.4% | +104.6% | +208.8% | +95.7% |
| All | +1,138.0% | +149.4% | +988.6% | +300.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling