+2,683.6%
MUU vs DOW
-37.9%
+2,721.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.8% |
| 7D | +15.0% | -6.0% | +21.0% | +18.6% |
| 30D | +36.8% | -2.7% | +39.6% | +38.6% |
| 3M | -8.5% | -10.5% | +2.0% | -4.6% |
| 6M | +320.7% | -12.4% | +333.2% | +308.6% |
| YTD | +599.7% | +30.0% | +569.7% | +338.0% |
| 1Y | +2,569.2% | +27.8% | +2,541.4% | +1,605.2% |
| All | +2,683.6% | -37.9% | +2,721.4% | +3,877.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling