+2,981.5%
MUU vs DE
+49.4%
+2,932.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +11.7% |
| 7D | +17.4% | +10.0% | +7.3% | +12.6% |
| 30D | +24.0% | +13.3% | +10.6% | +17.0% |
| 3M | -23.9% | +17.5% | -41.4% | -27.7% |
| 6M | +284.4% | +13.6% | +270.9% | +261.2% |
| YTD | +583.7% | +49.8% | +533.9% | +576.4% |
| 1Y | +2,981.5% | +47.9% | +2,933.6% | +2,957.6% |
| All | +2,981.5% | +49.4% | +2,932.1% | +2,957.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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