+173.8%
DAL vs MUB
+11.6%
+162.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.0% |
| 7D | +8.8% | +0.7% | +8.1% | +7.8% |
| 30D | +5.4% | +4.4% | +1.0% | -0.3% |
| 3M | -4.9% | -0.4% | -4.5% | -4.1% |
| 6M | +19.8% | -0.9% | +20.7% | +21.7% |
| YTD | +27.0% | +0.1% | +26.9% | +28.1% |
| 1Y | +52.5% | +0.5% | +52.0% | +53.3% |
| 3Y | +173.8% | +11.7% | +162.1% | +126.0% |
| All | +173.8% | +11.6% | +162.3% | +126.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling