+2,538.2%
MUU vs DAL
+59.4%
+2,478.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.5% | -1.4% |
| 7D | +13.9% | +3.4% | +10.5% | +10.3% |
| 30D | +24.8% | -13.6% | +38.3% | +44.9% |
| 3M | -15.7% | +1.2% | -17.0% | -15.5% |
| 6M | +338.9% | +34.5% | +304.4% | +240.6% |
| YTD | +563.2% | +14.7% | +548.5% | +479.9% |
| 1Y | +2,577.5% | +29.2% | +2,548.2% | +1,981.7% |
| All | +2,538.2% | +59.4% | +2,478.8% | +1,167.5% |
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