+1,000.7%
MUU vs MPC
+138.4%
+862.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.2% | +10.4% | +10.1% |
| 7D | -42.8% | -16.2% | -26.6% | -34.0% |
| 30D | -63.6% | -15.7% | -47.9% | -59.0% |
| 3M | -48.5% | +24.9% | -73.4% | -57.6% |
| 6M | -36.9% | +52.7% | -89.6% | -56.8% |
| YTD | +176.7% | +131.9% | +44.8% | +4.3% |
| 1Y | +266.3% | +96.6% | +169.6% | +77.3% |
| All | +1,000.7% | +138.4% | +862.2% | +267.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling