+2,981.5%
MUU vs DELL
+328.0%
+2,653.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.5% | +10.1% | +10.5% |
| 7D | +17.4% | +14.9% | +2.5% | +5.4% |
| 30D | +24.0% | +13.3% | +10.7% | +12.1% |
| 3M | -23.9% | +24.4% | -48.3% | -33.0% |
| 6M | +284.4% | +258.0% | +26.4% | +90.9% |
| YTD | +583.7% | +320.2% | +263.5% | +208.2% |
| 1Y | +2,981.5% | +319.1% | +2,662.4% | +1,302.3% |
| All | +2,981.5% | +328.0% | +2,653.5% | +1,302.3% |
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