+37.5%
DIS vs MUB
+10.7%
+26.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +4.4% | +0.6% | +3.8% | +4.0% |
| 30D | +10.3% | +3.4% | +6.9% | +7.7% |
| 3M | +15.5% | -0.7% | +16.2% | +16.5% |
| 6M | +11.2% | -1.0% | +12.2% | +12.3% |
| YTD | +5.6% | 0.0% | +5.6% | +6.1% |
| 1Y | +7.7% | +0.4% | +7.4% | +8.1% |
| All | +37.5% | +10.7% | +26.8% | +35.9% |
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 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