+472.5%
DAL vs MUB
+77.6%
+394.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.8% | -4.8% |
| 7D | +4.6% | +0.9% | +3.6% | +3.5% |
| 30D | +2.3% | +3.8% | -1.4% | -1.6% |
| 3M | -8.1% | -0.7% | -7.4% | -7.4% |
| 6M | +21.4% | -0.8% | +22.2% | +22.7% |
| YTD | +24.3% | 0.0% | +24.3% | +24.7% |
| 1Y | +47.4% | +0.6% | +46.8% | +46.9% |
| 3Y | +164.6% | +11.4% | +153.3% | +136.7% |
| 5Y | +100.2% | +3.1% | +97.2% | +93.7% |
| 10Y | +124.9% | +20.2% | +104.7% | +103.2% |
| All | +472.5% | +77.6% | +394.9% | +368.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling