+1,106.1%
MUU vs DAR
+41.8%
+1,064.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.8% | -1.3% |
| 7D | -32.5% | -3.8% | -28.6% | -29.7% |
| 30D | -55.2% | -14.4% | -40.8% | -49.8% |
| 3M | -40.7% | -17.9% | -22.8% | -32.1% |
| 6M | -43.9% | -18.3% | -25.6% | -35.6% |
| YTD | +203.2% | +43.2% | +159.9% | +129.6% |
| 1Y | +257.0% | +57.7% | +199.3% | +152.9% |
| All | +1,106.1% | +41.8% | +1,064.3% | +655.4% |
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