+235.4%
MUU vs DOCS
-48.1%
+283.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -4.3% | -30.1% | -35.1% |
| 7D | -53.2% | -1.3% | -51.9% | -53.3% |
| 30D | -64.1% | +19.4% | -83.5% | -62.7% |
| 3M | -54.1% | +53.4% | -107.5% | -49.4% |
| 6M | -37.7% | +28.8% | -66.4% | -29.2% |
| YTD | +153.4% | -25.1% | +178.4% | +210.7% |
| All | +235.4% | -48.1% | +283.5% | +305.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling