+1,106.1%
MUU vs DOCU
+13.0%
+1,093.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | -32.5% | -3.4% | -29.1% | -32.1% |
| 30D | -55.2% | +9.3% | -64.5% | -55.7% |
| 3M | -40.7% | +30.2% | -70.9% | -43.1% |
| 6M | -43.9% | +62.1% | -106.1% | -50.0% |
| YTD | +203.2% | +13.5% | +189.6% | +216.4% |
| 1Y | +257.0% | +11.5% | +245.5% | +275.2% |
| All | +1,106.1% | +13.0% | +1,093.1% | +971.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling