+52.7%
DRAM vs MUU
+187.0%
-134.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.2% | +2.4% | -0.4% |
| 7D | +7.9% | +24.7% | -16.8% | -3.4% |
| 30D | -15.4% | -35.1% | +19.7% | -0.7% |
| 3M | -25.5% | -44.3% | +18.7% | -7.9% |
| 6M | -22.3% | -44.4% | +22.2% | -13.6% |
| All | +52.7% | +187.0% | -134.2% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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