+1,348.1%
MUU vs DIA
+26.7%
+1,321.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -1.9% |
| 7D | +43.7% | +1.6% | +42.1% | +36.6% |
| 30D | -37.2% | +1.2% | -38.5% | -37.9% |
| 3M | -36.1% | -2.4% | -33.7% | -28.7% |
| 6M | -35.7% | +5.7% | -41.4% | -45.5% |
| YTD | +264.0% | +9.9% | +254.1% | +170.1% |
| 1Y | +359.1% | +9.8% | +349.3% | +247.2% |
| All | +1,348.1% | +26.7% | +1,321.4% | +610.7% |
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 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