+11.7%
DASH vs MUB
+3.5%
+8.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.7% | -4.7% |
| 7D | -10.6% | -0.9% | -9.7% | -8.7% |
| 30D | +2.2% | -1.4% | +3.6% | +5.7% |
| 3M | +32.3% | -2.2% | +34.4% | +39.6% |
| 6M | +19.1% | -1.9% | +21.0% | +25.0% |
| YTD | -6.5% | -0.8% | -5.7% | -4.4% |
| 1Y | -14.9% | +2.7% | -17.6% | -20.0% |
| 3Y | +151.9% | +8.6% | +143.4% | +92.4% |
| 5Y | +9.4% | +2.0% | +7.4% | +18.9% |
| All | +11.7% | +3.5% | +8.3% | +11.6% |
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