+1,000.7%
MUU vs DOCS
-25.7%
+1,026.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.0% | +11.2% | +9.5% |
| 7D | -42.8% | -0.8% | -42.0% | -42.6% |
| 30D | -63.6% | +17.4% | -81.0% | -64.3% |
| 3M | -48.5% | +57.4% | -105.9% | -52.1% |
| 6M | -36.9% | +26.5% | -63.5% | -39.5% |
| YTD | +176.7% | -26.6% | +203.2% | +214.9% |
| 1Y | +266.3% | -48.1% | +314.3% | +371.3% |
| All | +1,000.7% | -25.7% | +1,026.3% | +1,381.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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