+18.6%
DLR vs MUB
+1.0%
+17.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +1.2% |
| 7D | +2.9% | -0.7% | +3.6% | +4.9% |
| 30D | -1.2% | -2.0% | +0.8% | +4.6% |
| 3M | +2.9% | -2.5% | +5.5% | +10.3% |
| 6M | +6.7% | -2.3% | +9.0% | +13.5% |
| YTD | +23.9% | -1.3% | +25.2% | +26.3% |
| 1Y | +18.6% | +1.1% | +17.5% | +8.4% |
| All | +18.6% | +1.0% | +17.6% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling