+1,106.2%
DELL vs MUB
+1.5%
+1,104.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.6% |
| 7D | +8.7% | -0.7% | +9.5% | +9.2% |
| 30D | +16.9% | -2.0% | +18.9% | +18.3% |
| 3M | +40.4% | -2.5% | +43.0% | +42.5% |
| 6M | +267.1% | -2.3% | +269.4% | +272.0% |
| YTD | +329.1% | -1.3% | +330.4% | +333.4% |
| 1Y | +346.9% | +1.1% | +345.8% | +348.0% |
| 3Y | +696.6% | +8.2% | +688.4% | +664.5% |
| 5Y | +1,106.2% | +1.5% | +1,104.7% | +906.2% |
| All | +1,106.2% | +1.5% | +1,104.7% | +906.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling