+1,185.8%
DHI vs MUB
+75.4%
+1,110.4%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.9% |
| 7D | -2.3% | -0.7% | -1.6% | -1.5% |
| 30D | -5.3% | -2.0% | -3.3% | -3.0% |
| 3M | -7.8% | -2.5% | -5.2% | -4.8% |
| 6M | -5.4% | -2.3% | -3.0% | -2.4% |
| YTD | -2.7% | -1.3% | -1.4% | -0.8% |
| 1Y | -21.0% | +1.1% | -22.1% | -21.5% |
| 3Y | +22.2% | +8.2% | +14.0% | +14.1% |
| 5Y | +62.2% | +1.5% | +60.7% | +59.7% |
| 10Y | +414.3% | +17.6% | +396.7% | +379.4% |
| All | +1,185.8% | +75.4% | +1,110.4% | +1,067.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling