+1,272.2%
MUU vs DAL
+74.7%
+1,197.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -4.9% | -4.9% |
| 7D | +24.7% | -1.1% | +25.8% | +26.1% |
| 30D | -35.1% | +12.8% | -48.0% | -43.1% |
| 3M | -44.3% | -5.3% | -39.0% | -41.0% |
| 6M | -44.4% | +22.4% | -66.8% | -53.7% |
| YTD | +244.9% | +25.6% | +219.3% | +175.2% |
| 1Y | +365.6% | +45.5% | +320.1% | +221.5% |
| All | +1,272.2% | +74.7% | +1,197.6% | +501.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling