+2,981.5%
MUU vs DOC
+23.9%
+2,957.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.8% | +13.4% | +11.8% |
| 7D | +17.4% | -1.5% | +18.9% | +17.5% |
| 30D | +24.0% | -4.8% | +28.7% | +24.4% |
| 3M | -23.9% | +6.9% | -30.8% | -25.9% |
| 6M | +284.4% | +20.7% | +263.7% | +256.7% |
| YTD | +583.7% | +34.1% | +549.6% | +499.8% |
| 1Y | +2,981.5% | +22.6% | +2,958.8% | +2,701.9% |
| All | +2,981.5% | +23.9% | +2,957.6% | +2,701.9% |
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