+44.6%
DAL vs MUB
-0.1%
+44.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.8% | -4.4% | -2.6% |
| 7D | +1.4% | -0.8% | +2.2% | +4.2% |
| 30D | +9.1% | +2.4% | +6.7% | +1.5% |
| 3M | -3.5% | -1.1% | -2.4% | +6.5% |
| 6M | +23.4% | -1.0% | +24.4% | +35.5% |
| YTD | +26.0% | -0.3% | +26.3% | +35.4% |
| 1Y | +44.6% | 0.0% | +44.6% | +53.4% |
| All | +44.6% | -0.1% | +44.7% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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