+504.3%
MUU vs DAL
+57.1%
+447.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +7.2% | -21.2% | -21.2% |
| 7D | -35.9% | +11.1% | -46.9% | -44.0% |
| 30D | -47.1% | +7.7% | -54.8% | -52.1% |
| 3M | -29.8% | -3.5% | -26.3% | -27.9% |
| 6M | +16.0% | +31.3% | -15.3% | -10.8% |
| YTD | +286.1% | +30.0% | +256.1% | +182.7% |
| 1Y | +504.3% | +62.1% | +442.3% | +230.4% |
| All | +504.3% | +57.1% | +447.2% | +230.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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