+2,538.2%
MUU vs DELL
+353.2%
+2,185.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.9% | -4.9% |
| 7D | +13.9% | +25.6% | -11.7% | -10.9% |
| 30D | +24.8% | +17.7% | +7.1% | +3.6% |
| 3M | -15.7% | +33.4% | -49.2% | -36.1% |
| 6M | +338.9% | +266.2% | +72.7% | +2.0% |
| YTD | +563.2% | +328.0% | +235.2% | +16.1% |
| 1Y | +2,577.5% | +339.6% | +2,237.9% | +336.1% |
| All | +2,538.2% | +353.2% | +2,185.0% | +310.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling