+2,981.5%
MUU vs DXCM
+11.0%
+2,970.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DXCM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.0% | +13.6% | +11.4% |
| 7D | +17.4% | -3.2% | +20.6% | +17.0% |
| 30D | +24.0% | +6.3% | +17.6% | +24.8% |
| 3M | -23.9% | +21.1% | -45.0% | -22.6% |
| 6M | +284.4% | +20.6% | +263.8% | +307.3% |
| YTD | +583.7% | +32.4% | +551.3% | +604.8% |
| 1Y | +2,981.5% | +8.8% | +2,972.6% | +3,574.8% |
| All | +2,981.5% | +11.0% | +2,970.5% | +3,574.8% |
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