+2,981.5%
MUU vs DOCN
+254.3%
+2,727.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.8% | +8.8% | +9.2% |
| 7D | +17.4% | +1.1% | +16.2% | +16.1% |
| 30D | +24.0% | -9.6% | +33.6% | +33.3% |
| 3M | -23.9% | -37.7% | +13.8% | +15.4% |
| 6M | +284.4% | +115.2% | +169.2% | +126.8% |
| YTD | +583.7% | +133.7% | +450.0% | +236.2% |
| 1Y | +2,981.5% | +250.2% | +2,731.3% | +968.7% |
| All | +2,981.5% | +254.3% | +2,727.1% | +968.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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