+2,683.6%
MUU vs DLTR
+70.7%
+2,612.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.6% | +10.1% | +6.3% |
| 7D | +15.0% | -10.2% | +25.3% | +17.2% |
| 30D | +36.8% | -8.5% | +45.3% | +38.5% |
| 3M | -8.5% | +5.6% | -14.1% | -11.8% |
| 6M | +320.7% | +2.2% | +318.5% | +313.1% |
| YTD | +599.7% | -3.8% | +603.4% | +605.1% |
| 1Y | +2,569.2% | +22.9% | +2,546.2% | +2,246.2% |
| All | +2,683.6% | +70.7% | +2,612.9% | +1,973.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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