+1,595.7%
DECK vs MUB
+76.3%
+1,519.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.5% | +1.5% |
| 7D | -2.2% | -0.9% | -1.4% | -1.8% |
| 30D | -13.6% | -1.4% | -12.2% | -13.0% |
| 3M | -21.2% | -2.2% | -19.1% | -20.4% |
| 6M | -21.1% | -1.9% | -19.2% | -20.3% |
| YTD | -17.2% | -0.8% | -16.5% | -16.7% |
| 1Y | -30.7% | +2.7% | -33.5% | -31.4% |
| 3Y | -3.4% | +8.6% | -11.9% | -6.4% |
| 5Y | +25.5% | +2.0% | +23.5% | +23.8% |
| 10Y | +714.7% | +17.9% | +696.7% | +713.1% |
| All | +1,595.7% | +76.3% | +1,519.4% | +1,942.2% |
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