+1,138.0%
MUU vs DOCN
+86.5%
+1,051.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +8.0% | +4.5% | +5.7% |
| 7D | -27.2% | -12.8% | -14.4% | -14.3% |
| 30D | -54.0% | -41.9% | -12.1% | -24.7% |
| 3M | -41.4% | -36.9% | -4.5% | -13.6% |
| 6M | -42.5% | -52.2% | +9.8% | +12.8% |
| YTD | +211.2% | +62.7% | +148.5% | +122.0% |
| 1Y | +313.4% | +58.2% | +255.1% | +209.1% |
| All | +1,138.0% | +86.5% | +1,051.6% | +701.7% |
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