-1.8%
DECK vs MUB
+8.6%
-10.4%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.5% | +1.5% |
| 7D | -2.2% | -0.9% | -1.4% | -0.9% |
| 30D | -13.6% | -1.4% | -12.2% | -11.7% |
| 3M | -21.2% | -2.2% | -19.1% | -18.6% |
| 6M | -21.1% | -1.9% | -19.2% | -18.8% |
| YTD | -17.2% | -0.8% | -16.5% | -15.6% |
| 1Y | -30.7% | +2.7% | -33.5% | -31.4% |
| All | -1.8% | +8.6% | -10.4% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling