+247.6%
DIA vs MUB
+17.2%
+230.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.5% | +0.5% |
| 7D | -1.6% | -0.8% | -0.7% | -0.7% |
| 30D | -2.0% | -2.4% | +0.3% | +0.4% |
| 3M | +3.6% | -2.8% | +6.5% | +6.7% |
| 6M | +11.5% | -2.2% | +13.7% | +14.1% |
| YTD | +10.4% | -1.6% | +11.9% | +12.2% |
| 1Y | +15.6% | 0.0% | +15.5% | +15.7% |
| 3Y | +58.9% | +7.9% | +51.0% | +47.0% |
| 5Y | +65.3% | +1.2% | +64.1% | +63.8% |
| All | +247.6% | +17.2% | +230.4% | +247.8% |
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