+1,138.0%
MUU vs DOCS
-24.9%
+1,162.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +1.1% | +11.4% | +12.3% |
| 7D | -27.2% | 0.0% | -27.2% | -27.0% |
| 30D | -54.0% | +7.8% | -61.8% | -54.3% |
| 3M | -41.4% | +20.0% | -61.4% | -42.8% |
| 6M | -42.5% | +26.5% | -69.0% | -44.6% |
| YTD | +211.2% | -25.8% | +237.0% | +253.7% |
| 1Y | +313.4% | -39.5% | +352.8% | +404.3% |
| All | +1,138.0% | -24.9% | +1,162.9% | +1,564.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling