+2,538.2%
MUU vs DIA
+27.8%
+2,510.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | +1.3% |
| 7D | +13.9% | +0.1% | +13.9% | +13.4% |
| 30D | +24.8% | -2.1% | +26.9% | +33.7% |
| 3M | -15.7% | +4.2% | -19.9% | -26.9% |
| 6M | +338.9% | +11.9% | +327.0% | +195.1% |
| YTD | +563.2% | +10.8% | +552.3% | +364.0% |
| 1Y | +2,577.5% | +17.5% | +2,560.0% | +1,438.0% |
| All | +2,538.2% | +27.8% | +2,510.5% | +1,121.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling