+2,396.1%
MUU vs DE
+70.8%
+2,325.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | -8.2% | -2.6% | -5.7% | -6.1% |
| 30D | +10.2% | +9.0% | +1.1% | +1.4% |
| 3M | -26.5% | +19.1% | -45.6% | -36.5% |
| 6M | +227.2% | +14.4% | +212.8% | +192.0% |
| YTD | +527.4% | +45.9% | +481.5% | +316.0% |
| 1Y | +1,843.7% | +43.6% | +1,800.1% | +1,180.0% |
| All | +2,396.1% | +70.8% | +2,325.3% | +1,306.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling