-44.4%
MUU vs DLR
-6.4%
-38.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.9% | -3.3% | -2.6% |
| 7D | +24.7% | +3.3% | +21.3% | +19.6% |
| 30D | -35.1% | +4.6% | -39.7% | -35.5% |
| 3M | -44.3% | -8.3% | -36.0% | -36.4% |
| 6M | -44.4% | -5.6% | -38.8% | -33.2% |
| All | -44.4% | -6.4% | -38.0% | -33.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling