+2,423.9%
MUU vs DELL
+330.1%
+2,093.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.3% | -4.0% | -4.0% |
| 7D | +3.6% | -1.9% | +5.4% | +5.9% |
| 30D | +22.3% | +14.9% | +7.4% | +4.4% |
| 3M | -8.2% | +37.2% | -45.4% | -32.0% |
| 6M | +256.3% | +254.0% | +2.4% | -14.3% |
| YTD | +534.4% | +306.1% | +228.3% | +17.3% |
| 1Y | +2,163.5% | +312.3% | +1,851.2% | +296.8% |
| All | +2,423.9% | +330.1% | +2,093.8% | +314.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling