+2,683.6%
MUU vs DIS
+13.8%
+2,669.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +6.0% |
| 7D | +15.0% | -3.5% | +18.6% | +17.5% |
| 30D | +36.8% | +1.0% | +35.8% | +34.8% |
| 3M | -8.5% | +5.7% | -14.2% | -15.4% |
| 6M | +320.7% | +3.3% | +317.5% | +291.4% |
| YTD | +599.7% | -7.7% | +607.4% | +610.4% |
| 1Y | +2,569.2% | -10.0% | +2,579.1% | +2,683.6% |
| All | +2,683.6% | +13.8% | +2,669.8% | +1,484.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 10y: compounded portfolio wealth divided by compounded DIS 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…
10y analysis · Full analysis span regression · 6 months rolling