+257.0%
MUU vs DOCS
-40.0%
+297.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -2.8% |
| 7D | -32.5% | -0.6% | -31.9% | -32.5% |
| 30D | -55.2% | +6.3% | -61.5% | -54.7% |
| 3M | -40.7% | +26.5% | -67.2% | -37.3% |
| 6M | -43.9% | +24.8% | -68.7% | -36.3% |
| YTD | +203.2% | -26.8% | +229.9% | +281.4% |
| 1Y | +257.0% | -38.3% | +295.3% | +351.7% |
| All | +257.0% | -40.0% | +297.0% | +351.7% |
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 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