+266.5%
MUU vs MPC
+105.0%
+161.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +4.6% | +7.9% | +12.3% |
| 7D | -27.2% | -9.4% | -17.7% | -27.9% |
| 30D | -54.0% | -14.3% | -39.7% | -55.0% |
| 3M | -41.4% | +31.1% | -72.5% | -37.4% |
| 6M | -42.5% | +60.3% | -102.7% | -33.6% |
| YTD | +211.2% | +142.5% | +68.7% | +276.1% |
| All | +266.5% | +105.0% | +161.4% | +493.6% |
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