+2,981.5%
MUU vs DG
+23.4%
+2,958.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.5% | +10.1% | +12.4% |
| 7D | +17.4% | +8.4% | +9.0% | +22.4% |
| 30D | +24.0% | +4.9% | +19.0% | +27.6% |
| 3M | -23.9% | +29.3% | -53.2% | -15.1% |
| 6M | +284.4% | -11.3% | +295.7% | +304.9% |
| YTD | +583.7% | +1.8% | +582.0% | +637.2% |
| 1Y | +2,981.5% | +25.3% | +2,956.1% | +3,420.2% |
| All | +2,981.5% | +23.4% | +2,958.0% | +3,420.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 1y: compounded portfolio wealth divided by compounded DG 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…
1y analysis · Full analysis span regression · 6 months rolling