+518.3%
DAL vs MUB
+77.6%
+440.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.9% |
| 7D | +10.7% | +0.6% | +10.1% | +10.0% |
| 30D | +12.5% | +3.4% | +9.1% | +8.6% |
| 3M | +3.6% | -0.7% | +4.3% | +4.4% |
| 6M | +26.7% | -1.0% | +27.7% | +28.3% |
| YTD | +34.3% | 0.0% | +34.3% | +34.7% |
| 1Y | +59.1% | +0.4% | +58.8% | +59.0% |
| 3Y | +179.9% | +10.5% | +169.4% | +152.3% |
| 5Y | +119.1% | +3.1% | +116.1% | +111.9% |
| 10Y | +125.6% | +22.0% | +103.6% | +103.6% |
| All | +518.3% | +77.6% | +440.7% | +405.8% |
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