+504.3%
MUU vs DLR
+11.0%
+493.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.6% | -16.6% | -17.1% |
| 7D | -35.9% | +2.8% | -38.7% | -38.2% |
| 30D | -47.1% | +2.8% | -49.9% | -49.0% |
| 3M | -29.8% | -4.0% | -25.9% | -25.6% |
| 6M | +16.0% | -5.6% | +21.6% | +32.5% |
| YTD | +286.1% | +21.9% | +264.1% | +191.7% |
| 1Y | +504.3% | +13.0% | +491.3% | +370.2% |
| All | +504.3% | +11.0% | +493.4% | +370.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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