+1,000.7%
MUU vs DAL
+76.6%
+924.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.2% | +7.0% | +7.0% |
| 7D | -42.8% | +8.8% | -51.6% | -47.6% |
| 30D | -63.6% | +5.4% | -69.0% | -65.5% |
| 3M | -48.5% | -4.9% | -43.6% | -45.7% |
| 6M | -36.9% | +19.8% | -56.8% | -46.5% |
| YTD | +176.7% | +27.0% | +149.7% | +118.3% |
| 1Y | +266.3% | +52.5% | +213.8% | +141.3% |
| All | +1,000.7% | +76.6% | +924.1% | +377.1% |
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