+2,396.1%
MUU vs DVN
+24.8%
+2,371.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.4% |
| 7D | -8.2% | +4.5% | -12.7% | -10.8% |
| 30D | +10.2% | +12.0% | -1.8% | +2.6% |
| 3M | -26.5% | +13.4% | -39.9% | -33.7% |
| 6M | +227.2% | +12.1% | +215.1% | +171.5% |
| YTD | +527.4% | +38.8% | +488.6% | +295.9% |
| 1Y | +1,843.7% | +46.0% | +1,797.6% | +1,009.0% |
| All | +2,396.1% | +24.8% | +2,371.3% | +1,570.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 DVN 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