+2,396.1%
MUU vs DOW
-38.6%
+2,434.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | 0.0% |
| 7D | -8.2% | -1.4% | -6.8% | -7.6% |
| 30D | +10.2% | -3.9% | +14.1% | +12.5% |
| 3M | -26.5% | -12.7% | -13.8% | -21.9% |
| 6M | +227.2% | -13.7% | +240.9% | +220.3% |
| YTD | +527.4% | +28.4% | +499.0% | +295.3% |
| 1Y | +1,843.7% | +21.8% | +1,821.9% | +1,194.5% |
| All | +2,396.1% | -38.6% | +2,434.7% | +3,489.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling