+2,423.9%
MUU vs DBX
+36.1%
+2,387.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.3% | -10.7% | -9.5% |
| 7D | +3.6% | -1.8% | +5.4% | +3.8% |
| 30D | +22.3% | +2.8% | +19.5% | +21.5% |
| 3M | -8.2% | +26.8% | -35.0% | -16.7% |
| 6M | +256.3% | +32.8% | +223.6% | +202.9% |
| YTD | +534.4% | +26.1% | +508.3% | +455.8% |
| 1Y | +2,163.5% | +14.1% | +2,149.4% | +2,033.5% |
| All | +2,423.9% | +36.1% | +2,387.8% | +1,633.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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