+257.0%
MUU vs DOCU
+10.7%
+246.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | -32.5% | -3.4% | -29.1% | -34.0% |
| 30D | -55.2% | +9.3% | -64.5% | -52.8% |
| 3M | -40.7% | +30.2% | -70.9% | -30.0% |
| 6M | -43.9% | +62.1% | -106.1% | -18.1% |
| YTD | +203.2% | +13.5% | +189.6% | +367.4% |
| 1Y | +257.0% | +11.5% | +245.5% | +453.0% |
| All | +257.0% | +10.7% | +246.3% | +453.0% |
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