+504.3%
MUU vs DOC
+21.8%
+482.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.1% | -17.1% | -13.2% |
| 7D | -35.9% | +8.7% | -44.6% | -34.5% |
| 30D | -47.1% | +7.6% | -54.8% | -46.0% |
| 3M | -29.8% | -5.3% | -24.6% | -28.5% |
| 6M | +16.0% | +27.6% | -11.6% | +10.3% |
| YTD | +286.1% | +32.4% | +253.7% | +263.9% |
| 1Y | +504.3% | +22.9% | +481.5% | +502.5% |
| All | +504.3% | +21.8% | +482.5% | +502.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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