+636.7%
DELL vs MUB
+7.4%
+629.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -4.9% |
| 7D | -1.9% | -1.2% | -0.7% | -1.2% |
| 30D | +14.9% | -2.8% | +17.6% | +16.7% |
| 3M | +37.2% | -3.1% | +40.3% | +39.5% |
| 6M | +254.0% | -2.9% | +256.8% | +259.3% |
| YTD | +306.1% | -2.0% | +308.2% | +312.0% |
| 1Y | +312.3% | 0.0% | +312.3% | +318.1% |
| All | +636.7% | +7.4% | +629.2% | +622.1% |
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