+1,397.6%
MUU vs DOCS
-24.1%
+1,421.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +2.5% | +21.7% | +23.8% |
| 7D | -2.5% | -4.2% | +1.7% | -1.6% |
| 30D | -39.7% | +8.6% | -48.4% | -40.2% |
| 3M | -27.4% | +27.2% | -54.6% | -29.7% |
| 6M | -38.4% | +26.5% | -64.9% | -40.7% |
| YTD | +276.4% | -25.0% | +301.4% | +327.5% |
| 1Y | +390.7% | -37.0% | +427.7% | +492.4% |
| All | +1,397.6% | -24.1% | +1,421.7% | +1,911.4% |
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