+1,138.0%
MUU vs DAL
+85.9%
+1,052.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +5.3% | +7.2% | +7.0% |
| 7D | -27.2% | +10.0% | -37.2% | -33.4% |
| 30D | -54.0% | +12.0% | -66.1% | -59.0% |
| 3M | -41.4% | +0.8% | -42.2% | -41.7% |
| 6M | -42.5% | +26.2% | -68.6% | -53.6% |
| YTD | +211.2% | +33.7% | +177.5% | +133.6% |
| 1Y | +313.4% | +57.6% | +255.8% | +164.0% |
| All | +1,138.0% | +85.9% | +1,052.1% | +410.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling