+908.0%
MUU vs DOCN
+68.4%
+839.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -15.9% | -18.5% | -21.0% |
| 7D | -53.2% | -29.3% | -23.9% | -34.7% |
| 30D | -64.1% | -46.0% | -18.1% | -38.0% |
| 3M | -54.1% | -43.2% | -10.9% | -26.3% |
| 6M | -37.7% | -53.7% | +16.1% | +27.6% |
| YTD | +153.4% | +46.9% | +106.4% | +96.3% |
| 1Y | +237.5% | +54.3% | +183.1% | +157.4% |
| All | +908.0% | +68.4% | +839.6% | +608.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling