+2,577.5%
MUU vs DIS
-9.6%
+2,587.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -3.1% |
| 7D | +13.9% | -1.1% | +15.0% | +13.3% |
| 30D | +24.8% | +0.1% | +24.7% | +25.2% |
| 3M | -15.7% | +7.1% | -22.8% | -10.8% |
| 6M | +338.9% | +4.3% | +334.6% | +358.1% |
| YTD | +563.2% | -6.9% | +570.1% | +585.5% |
| 1Y | +2,577.5% | -10.3% | +2,587.8% | +2,573.1% |
| All | +2,577.5% | -9.6% | +2,587.1% | +2,573.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling