+1,272.2%
MUU vs DIA
+26.9%
+1,245.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.4% | -5.7% |
| 7D | +24.7% | +2.1% | +22.5% | +16.4% |
| 30D | -35.1% | +1.5% | -36.6% | -36.5% |
| 3M | -44.3% | -2.4% | -41.8% | -37.8% |
| 6M | -44.4% | +6.0% | -50.4% | -53.3% |
| YTD | +244.9% | +10.1% | +234.8% | +154.6% |
| 1Y | +365.6% | +11.8% | +353.8% | +227.8% |
| All | +1,272.2% | +26.9% | +1,245.3% | +570.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling