+2,683.6%
MUU vs DAR
+85.6%
+2,598.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.6% | +4.9% | +5.1% |
| 7D | +15.0% | -0.2% | +15.2% | +14.9% |
| 30D | +36.8% | +7.4% | +29.4% | +30.4% |
| 3M | -8.5% | +15.7% | -24.2% | -17.3% |
| 6M | +320.7% | +30.0% | +290.7% | +243.6% |
| YTD | +599.7% | +87.5% | +512.2% | +341.0% |
| 1Y | +2,569.2% | +113.4% | +2,455.8% | +1,421.3% |
| All | +2,683.6% | +85.6% | +2,598.0% | +1,350.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling