+2,423.9%
MUU vs DGX
+59.8%
+2,364.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.8% | -7.5% | -10.0% |
| 7D | +3.6% | -3.5% | +7.0% | +2.2% |
| 30D | +22.3% | -2.7% | +25.0% | +21.1% |
| 3M | -8.2% | +13.9% | -22.1% | -2.6% |
| 6M | +256.3% | +16.0% | +240.3% | +284.7% |
| YTD | +534.4% | +34.9% | +499.5% | +579.6% |
| 1Y | +2,163.5% | +30.6% | +2,132.9% | +2,290.8% |
| All | +2,423.9% | +59.8% | +2,364.1% | +2,522.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling