+2,683.6%
MUU vs DLR
+25.6%
+2,658.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.9% |
| 7D | +15.0% | +2.9% | +12.1% | +9.9% |
| 30D | +36.8% | -1.2% | +38.0% | +40.2% |
| 3M | -8.5% | +2.9% | -11.4% | -12.9% |
| 6M | +320.7% | +6.7% | +314.1% | +269.3% |
| YTD | +599.7% | +23.9% | +575.8% | +369.9% |
| 1Y | +2,569.2% | +18.6% | +2,550.5% | +1,830.5% |
| All | +2,683.6% | +25.6% | +2,658.0% | +1,961.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling