+1,106.1%
MUU vs DOCN
+89.4%
+1,016.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.1% | -3.9% |
| 7D | -32.5% | -12.1% | -20.3% | -21.1% |
| 30D | -55.2% | -41.0% | -14.2% | -27.6% |
| 3M | -40.7% | -38.7% | -2.0% | -10.2% |
| 6M | -43.9% | -51.5% | +7.6% | +8.4% |
| YTD | +203.2% | +65.3% | +137.9% | +113.4% |
| 1Y | +257.0% | +53.9% | +203.1% | +171.7% |
| All | +1,106.1% | +89.4% | +1,016.7% | +670.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling