+2,981.5%
MUU vs DOW
+30.0%
+2,951.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -3.0% | +14.6% | +11.7% |
| 7D | +17.4% | -2.4% | +19.8% | +17.5% |
| 30D | +24.0% | +0.4% | +23.6% | +24.2% |
| 3M | -23.9% | -14.4% | -9.5% | -21.7% |
| 6M | +284.4% | -7.0% | +291.4% | +253.7% |
| YTD | +583.7% | +30.2% | +553.5% | +350.4% |
| 1Y | +2,981.5% | +29.2% | +2,952.3% | +2,054.4% |
| All | +2,981.5% | +30.0% | +2,951.5% | +2,054.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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