+2,396.1%
MUU vs DGX
+62.5%
+2,333.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -0.5% |
| 7D | -8.2% | -0.9% | -7.3% | -8.6% |
| 30D | +10.2% | -1.2% | +11.3% | +9.7% |
| 3M | -26.5% | +15.8% | -42.3% | -21.6% |
| 6M | +227.2% | +18.2% | +209.1% | +255.4% |
| YTD | +527.4% | +37.2% | +490.2% | +576.2% |
| 1Y | +1,843.7% | +30.4% | +1,813.3% | +1,981.7% |
| All | +2,396.1% | +62.5% | +2,333.6% | +2,509.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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