+2,620.0%
MUU vs DOCS
-39.8%
+2,659.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.8% | +14.4% | +12.0% |
| 7D | +17.4% | -1.4% | +18.8% | +17.5% |
| 30D | +24.0% | +21.8% | +2.1% | +19.3% |
| 3M | -23.9% | +27.3% | -51.2% | -28.5% |
| 6M | +284.4% | -0.3% | +284.8% | +281.8% |
| YTD | +583.7% | -40.5% | +624.2% | +698.3% |
| 1Y | +2,981.5% | -61.5% | +3,043.0% | +4,141.9% |
| All | +2,620.0% | -39.8% | +2,659.8% | +3,656.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling