+2,981.5%
MUU vs DHI
-16.9%
+2,998.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +12.0% |
| 7D | +17.4% | -3.1% | +20.5% | +18.7% |
| 30D | +24.0% | -5.5% | +29.4% | +26.3% |
| 3M | -23.9% | -2.2% | -21.7% | -22.7% |
| 6M | +284.4% | -6.0% | +290.4% | +282.0% |
| YTD | +583.7% | 0.0% | +583.7% | +574.2% |
| 1Y | +2,981.5% | -18.2% | +2,999.7% | +3,602.7% |
| All | +2,981.5% | -16.9% | +2,998.4% | +3,602.7% |
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