-18.2%
DHI vs MUB
+2.9%
-21.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.3% |
| 7D | -3.1% | -0.9% | -2.3% | +1.2% |
| 30D | -5.5% | -1.4% | -4.0% | +1.8% |
| 3M | -2.2% | -2.2% | -0.1% | +9.4% |
| 6M | -6.0% | -1.9% | -4.1% | +4.2% |
| YTD | 0.0% | -0.8% | +0.8% | +6.4% |
| 1Y | -18.2% | +2.7% | -21.0% | -24.5% |
| All | -18.2% | +2.9% | -21.1% | -24.5% |
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