+1,272.2%
MUU vs DOCN
+105.6%
+1,166.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.2% | -1.1% | -1.7% |
| 7D | +24.7% | +19.1% | +5.6% | +8.6% |
| 30D | -35.1% | -21.0% | -14.1% | -16.3% |
| 3M | -44.3% | -34.7% | -9.5% | -19.0% |
| 6M | -44.4% | -45.8% | +1.3% | -1.3% |
| YTD | +244.9% | +79.4% | +165.5% | +128.2% |
| 1Y | +365.6% | +91.0% | +274.6% | +199.4% |
| All | +1,272.2% | +105.6% | +1,166.6% | +723.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling