+319.1%
DELL vs MUB
+2.9%
+316.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.4% |
| 7D | +14.9% | -0.9% | +15.7% | +17.8% |
| 30D | +13.3% | -1.4% | +14.7% | +18.1% |
| 3M | +24.4% | -2.2% | +26.5% | +32.3% |
| 6M | +258.0% | -1.9% | +259.9% | +276.0% |
| YTD | +320.2% | -0.8% | +321.0% | +331.7% |
| 1Y | +319.1% | +2.7% | +316.3% | +323.7% |
| All | +319.1% | +2.9% | +316.2% | +323.7% |
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