+2,423.9%
MUU vs DIA
+26.0%
+2,397.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.7% | -6.9% |
| 7D | +3.6% | -3.0% | +6.6% | +16.0% |
| 30D | +22.3% | -3.0% | +25.3% | +35.8% |
| 3M | -8.2% | +4.5% | -12.7% | -21.6% |
| 6M | +256.3% | +9.8% | +246.6% | +157.1% |
| YTD | +534.4% | +9.3% | +525.1% | +367.8% |
| 1Y | +2,163.5% | +16.0% | +2,147.5% | +1,267.9% |
| All | +2,423.9% | +26.0% | +2,397.9% | +1,130.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling