+2,538.2%
MUU vs DT
-6.2%
+2,544.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.1% | +0.1% | -1.9% |
| 7D | +13.9% | -4.9% | +18.8% | +15.8% |
| 30D | +24.8% | +2.7% | +22.1% | +22.8% |
| 3M | -15.7% | +20.0% | -35.7% | -24.0% |
| 6M | +338.9% | +28.0% | +310.8% | +268.2% |
| YTD | +563.2% | +16.0% | +547.1% | +512.7% |
| 1Y | +2,577.5% | +0.7% | +2,576.8% | +2,802.6% |
| All | +2,538.2% | -6.2% | +2,544.5% | +2,863.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling