+2,620.0%
MUU vs DIS
+15.0%
+2,605.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.7% | +13.3% | +12.7% |
| 7D | +17.4% | -2.6% | +20.0% | +19.2% |
| 30D | +24.0% | +3.5% | +20.5% | +20.1% |
| 3M | -23.9% | +6.8% | -30.7% | -30.3% |
| 6M | +284.4% | +3.0% | +281.4% | +261.1% |
| YTD | +583.7% | -6.7% | +590.4% | +589.7% |
| 1Y | +2,981.5% | -10.1% | +2,991.6% | +3,148.0% |
| All | +2,620.0% | +15.0% | +2,605.1% | +1,437.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling