+2,538.2%
MUU vs DE
+72.1%
+2,466.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -1.4% |
| 7D | +13.9% | +0.7% | +13.2% | +13.3% |
| 30D | +24.8% | +9.6% | +15.1% | +14.4% |
| 3M | -15.7% | +19.0% | -34.7% | -26.8% |
| 6M | +338.9% | +16.1% | +322.8% | +286.9% |
| YTD | +563.2% | +47.0% | +516.1% | +337.0% |
| 1Y | +2,577.5% | +43.1% | +2,534.4% | +1,678.1% |
| All | +2,538.2% | +72.1% | +2,466.2% | +1,377.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling