+908.0%
MUU vs DOCU
+14.8%
+893.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -2.0% | -32.4% | -34.1% |
| 7D | -53.2% | -3.2% | -50.0% | -53.0% |
| 30D | -64.1% | +15.7% | -79.8% | -64.7% |
| 3M | -54.1% | +37.3% | -91.3% | -56.2% |
| 6M | -37.7% | +63.1% | -100.8% | -44.5% |
| YTD | +153.4% | +15.4% | +138.0% | +163.9% |
| 1Y | +237.5% | +11.3% | +226.2% | +257.9% |
| All | +908.0% | +14.8% | +893.2% | +793.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling