+2,538.2%
MUU vs DRI
+43.2%
+2,495.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -2.7% |
| 7D | +13.9% | -1.2% | +15.1% | +14.2% |
| 30D | +24.8% | -0.4% | +25.2% | +24.9% |
| 3M | -15.7% | +9.5% | -25.3% | -18.1% |
| 6M | +338.9% | +6.5% | +332.4% | +328.9% |
| YTD | +563.2% | +18.4% | +544.7% | +516.2% |
| 1Y | +2,577.5% | +4.2% | +2,573.3% | +2,495.9% |
| All | +2,538.2% | +43.2% | +2,495.0% | +2,937.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling