-11.3%
DASH vs MUB
+0.9%
-12.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.6% |
| 7D | -4.8% | +1.0% | -5.8% | -6.7% |
| 30D | -7.9% | +3.9% | -11.8% | -15.2% |
| 3M | -16.3% | -0.4% | -16.0% | -12.6% |
| 6M | +10.4% | -0.6% | +10.9% | +15.7% |
| YTD | -20.1% | +0.4% | -20.5% | -12.7% |
| All | -11.3% | +0.9% | -12.2% | -0.5% |
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