+2,423.9%
MUU vs DE
+71.4%
+2,352.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.1% | -9.4% | -9.4% |
| 7D | +3.6% | -2.4% | +5.9% | +5.7% |
| 30D | +22.3% | +9.7% | +12.6% | +12.0% |
| 3M | -8.2% | +21.4% | -29.6% | -21.7% |
| 6M | +256.3% | +15.0% | +241.3% | +216.5% |
| YTD | +534.4% | +46.4% | +488.0% | +319.4% |
| 1Y | +2,163.5% | +45.6% | +2,117.9% | +1,366.5% |
| All | +2,423.9% | +71.4% | +2,352.5% | +1,318.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling