-6.1%
DHI vs MUB
-3.0%
-3.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | +1.5% |
| 7D | -6.1% | -1.2% | -4.9% | +0.4% |
| 30D | -10.1% | -2.8% | -7.3% | +5.4% |
| 3M | -7.3% | -3.1% | -4.3% | +11.1% |
| 6M | -6.1% | -2.9% | -3.3% | +11.4% |
| All | -6.1% | -3.0% | -3.1% | +11.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling