+2,981.5%
MUU vs DIA
+19.6%
+2,961.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +13.5% |
| 7D | +17.4% | -0.2% | +17.6% | +17.8% |
| 30D | +24.0% | -1.5% | +25.5% | +30.2% |
| 3M | -23.9% | +3.8% | -27.7% | -32.2% |
| 6M | +284.4% | +10.3% | +274.2% | +181.4% |
| YTD | +583.7% | +12.1% | +571.6% | +362.2% |
| 1Y | +2,981.5% | +18.6% | +2,962.8% | +1,622.3% |
| All | +2,981.5% | +19.6% | +2,961.9% | +1,622.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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