+504.3%
MUU vs DRI
+34.0%
+470.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.1% | -19.1% | -12.0% |
| 7D | -35.9% | +6.5% | -42.3% | -34.0% |
| 30D | -47.1% | +16.4% | -63.5% | -44.5% |
| 3M | -29.8% | +13.6% | -43.5% | -26.2% |
| 6M | +16.0% | +22.0% | -6.0% | +20.3% |
| YTD | +286.1% | +29.3% | +256.8% | +275.5% |
| 1Y | +504.3% | +32.0% | +472.3% | +482.9% |
| All | +504.3% | +34.0% | +470.3% | +482.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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