+2,981.5%
MUU vs DOCU
-9.0%
+2,990.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.7% | +7.9% | +13.1% |
| 7D | +17.4% | +6.9% | +10.5% | +20.4% |
| 30D | +24.0% | +19.0% | +5.0% | +33.9% |
| 3M | -23.9% | +34.3% | -58.2% | -8.2% |
| 6M | +284.4% | +48.0% | +236.4% | +373.5% |
| YTD | +583.7% | 0.0% | +583.7% | +836.8% |
| 1Y | +2,981.5% | -10.3% | +2,991.7% | +4,230.6% |
| All | +2,981.5% | -9.0% | +2,990.5% | +4,230.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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