+504.3%
MUU vs DELL
+142.0%
+362.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -8.8% | -5.2% | -7.8% |
| 7D | -35.9% | -24.6% | -11.3% | -21.1% |
| 30D | -47.1% | -32.5% | -14.6% | -30.1% |
| 3M | -29.8% | -20.2% | -9.6% | -19.0% |
| 6M | +16.0% | +76.5% | -60.5% | -6.6% |
| YTD | +286.1% | +198.9% | +87.2% | +162.8% |
| 1Y | +504.3% | +143.3% | +361.0% | +410.2% |
| All | +504.3% | +142.0% | +362.3% | +410.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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