+908.0%
MUU vs DOC
+6.3%
+901.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -0.2% | -34.1% | -34.3% |
| 7D | -53.2% | +6.2% | -59.5% | -54.3% |
| 30D | -64.1% | +6.5% | -70.6% | -65.2% |
| 3M | -54.1% | -6.2% | -47.8% | -52.6% |
| 6M | -37.7% | +25.6% | -63.2% | -49.3% |
| YTD | +153.4% | +32.1% | +121.3% | +91.8% |
| 1Y | +237.5% | +20.3% | +217.2% | +182.3% |
| All | +908.0% | +6.3% | +901.7% | +889.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling