+504.3%
MUU vs DXCM
+44.8%
+459.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DXCM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +6.6% | -20.6% | -12.1% |
| 7D | -35.9% | +12.5% | -48.4% | -33.6% |
| 30D | -47.1% | +1.8% | -48.9% | -46.3% |
| 3M | -29.8% | +1.8% | -31.6% | -28.5% |
| 6M | +16.0% | +47.4% | -31.4% | +17.6% |
| YTD | +286.1% | +33.3% | +252.8% | +350.8% |
| 1Y | +504.3% | +44.6% | +459.7% | +636.1% |
| All | +504.3% | +44.8% | +459.5% | +636.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DXCM.
Daily Out/Under-Performance
Portfolio return minus DXCM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DXCM 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 DXCM 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