-5.9%
DHR vs MUB
+8.8%
-14.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.8% | -0.3% | -0.5% | -0.4% |
| 30D | +0.2% | -1.5% | +1.8% | +2.6% |
| 3M | +12.1% | -1.9% | +14.0% | +15.4% |
| 6M | +5.4% | -1.7% | +7.1% | +8.3% |
| YTD | -10.0% | -0.8% | -9.2% | -8.7% |
| 1Y | +4.1% | +1.5% | +2.6% | +2.3% |
| All | -5.9% | +8.8% | -14.7% | -18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling