+504.3%
MUU vs DIA
+15.0%
+489.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.1% | -17.1% | -22.8% |
| 7D | -35.9% | +1.6% | -37.5% | -39.5% |
| 30D | -47.1% | +4.1% | -51.3% | -54.2% |
| 3M | -29.8% | -1.0% | -28.8% | -28.1% |
| 6M | +16.0% | +9.7% | +6.4% | -14.0% |
| YTD | +286.1% | +12.2% | +273.9% | +160.9% |
| 1Y | +504.3% | +14.9% | +489.5% | +279.7% |
| All | +504.3% | +15.0% | +489.3% | +279.7% |
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