+404.6%
DHI vs MUB
+17.2%
+387.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +0.6% |
| 7D | -3.4% | -0.8% | -2.6% | -1.4% |
| 30D | -5.4% | -2.4% | -3.1% | +0.5% |
| 3M | -10.4% | -2.8% | -7.6% | -3.5% |
| 6M | -2.8% | -2.2% | -0.5% | +3.4% |
| YTD | -3.4% | -1.6% | -1.8% | +1.2% |
| 1Y | -22.9% | 0.0% | -23.0% | -22.3% |
| 3Y | +20.7% | +7.9% | +12.8% | +3.5% |
| 5Y | +62.1% | +1.2% | +60.9% | +58.8% |
| All | +404.6% | +17.2% | +387.4% | +314.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling