+2,620.0%
MUU vs DRI
+45.9%
+2,574.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +11.7% |
| 7D | +17.4% | +0.6% | +16.8% | +17.3% |
| 30D | +24.0% | +3.8% | +20.1% | +23.2% |
| 3M | -23.9% | +13.0% | -36.9% | -26.8% |
| 6M | +284.4% | +8.3% | +276.1% | +275.0% |
| YTD | +583.7% | +20.6% | +563.1% | +533.3% |
| 1Y | +2,981.5% | +6.5% | +2,975.0% | +2,874.2% |
| All | +2,620.0% | +45.9% | +2,574.2% | +3,021.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling