+118.4%
DAL vs MUB
+3.3%
+115.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.3% |
| 7D | +2.3% | +0.4% | +1.9% | +1.8% |
| 30D | +14.3% | +3.6% | +10.7% | +9.5% |
| 3M | +1.3% | -0.5% | +1.8% | +2.1% |
| 6M | +29.3% | -0.6% | +29.9% | +30.7% |
| YTD | +33.0% | +0.3% | +32.7% | +33.4% |
| 1Y | +59.8% | +0.4% | +59.5% | +60.1% |
| 3Y | +177.2% | +10.8% | +166.4% | +146.0% |
| 5Y | +118.4% | +3.4% | +114.9% | +44.9% |
| All | +118.4% | +3.3% | +115.1% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling