+1,000.7%
MUU vs DOCU
+12.9%
+987.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.7% | +10.9% | +9.4% |
| 7D | -42.8% | -5.5% | -37.2% | -42.3% |
| 30D | -63.6% | +12.6% | -76.3% | -64.2% |
| 3M | -48.5% | +36.4% | -84.9% | -51.0% |
| 6M | -36.9% | +66.8% | -103.7% | -44.6% |
| YTD | +176.7% | +13.5% | +163.2% | +188.7% |
| 1Y | +266.3% | +11.3% | +255.0% | +285.2% |
| All | +1,000.7% | +12.9% | +987.7% | +877.5% |
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