+1,000.7%
MUU vs DOCN
+72.6%
+928.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.5% | +6.7% | +7.1% |
| 7D | -42.8% | -19.2% | -23.6% | -28.4% |
| 30D | -63.6% | -43.1% | -20.6% | -39.7% |
| 3M | -48.5% | -40.7% | -7.8% | -20.2% |
| 6M | -36.9% | -55.0% | +18.0% | +31.1% |
| YTD | +176.7% | +50.6% | +126.0% | +110.1% |
| 1Y | +266.3% | +54.0% | +212.3% | +179.9% |
| All | +1,000.7% | +72.6% | +928.0% | +658.7% |
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 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