+504.3%
MUU vs DT
-5.1%
+509.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -0.5% | -13.5% | -14.1% |
| 7D | -35.9% | -25.5% | -10.3% | -40.4% |
| 30D | -47.1% | -22.3% | -24.8% | -50.0% |
| 3M | -29.8% | +2.3% | -32.2% | -26.2% |
| 6M | +16.0% | +20.7% | -4.7% | +32.6% |
| YTD | +286.1% | +7.9% | +278.1% | +386.2% |
| 1Y | +504.3% | -5.7% | +510.1% | +673.8% |
| All | +504.3% | -5.1% | +509.5% | +673.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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