+2,396.1%
MUU vs DHI
-22.9%
+2,419.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.7% |
| 7D | -8.2% | -3.4% | -4.8% | -7.0% |
| 30D | +10.2% | -5.4% | +15.6% | +12.4% |
| 3M | -26.5% | -10.4% | -16.1% | -23.5% |
| 6M | +227.2% | -2.8% | +230.0% | +229.7% |
| YTD | +527.4% | -3.4% | +530.8% | +528.1% |
| 1Y | +1,843.7% | -22.9% | +1,866.6% | +1,999.9% |
| All | +2,396.1% | -22.9% | +2,419.0% | +2,204.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling