+504.3%
MUU vs DHI
+9.6%
+494.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +8.1% | -22.1% | -14.7% |
| 7D | -35.9% | +9.8% | -45.6% | -36.9% |
| 30D | -47.1% | +17.8% | -65.0% | -49.8% |
| 3M | -29.8% | +4.7% | -34.6% | -30.1% |
| 6M | +16.0% | +10.0% | +6.0% | +15.1% |
| YTD | +286.1% | +10.0% | +276.1% | +272.8% |
| 1Y | +504.3% | +9.1% | +495.2% | +475.5% |
| All | +504.3% | +9.6% | +494.7% | +475.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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