+374.8%
MUU vs DAL
+58.4%
+316.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -1.0% | +25.1% | +25.2% |
| 7D | -2.5% | +2.3% | -4.8% | -2.7% |
| 30D | -39.7% | +14.3% | -54.1% | -47.7% |
| 3M | -27.4% | +1.3% | -28.7% | -27.7% |
| 6M | -38.4% | +29.3% | -67.7% | -50.6% |
| YTD | +276.4% | +33.0% | +243.5% | +177.2% |
| All | +374.8% | +58.4% | +316.3% | +200.8% |
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