+2,423.9%
MUU vs DRI
+39.6%
+2,384.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -9.2% |
| 7D | +3.6% | -4.8% | +8.4% | +4.4% |
| 30D | +22.3% | -5.2% | +27.5% | +23.4% |
| 3M | -8.2% | +2.7% | -10.9% | -9.2% |
| 6M | +256.3% | +3.6% | +252.7% | +249.9% |
| YTD | +534.4% | +15.4% | +519.0% | +491.8% |
| 1Y | +2,163.5% | +1.3% | +2,162.2% | +2,106.8% |
| All | +2,423.9% | +39.6% | +2,384.3% | +2,817.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling