+1,843.7%
MUU vs DELL
+359.9%
+1,483.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +12.0% | -13.1% | -9.5% |
| 7D | -8.2% | +8.2% | -16.5% | -13.8% |
| 30D | +10.2% | +17.1% | -6.9% | -3.0% |
| 3M | -26.5% | +45.2% | -71.7% | -42.7% |
| 6M | +227.2% | +286.8% | -59.5% | +51.4% |
| YTD | +527.4% | +354.8% | +172.6% | +162.9% |
| 1Y | +1,843.7% | +358.3% | +1,485.4% | +725.5% |
| All | +1,843.7% | +359.9% | +1,483.7% | +725.5% |
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