+116.4%
DOCN vs MUB
+0.1%
+116.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.4% | -7.6% | -7.5% |
| 7D | -20.0% | +0.6% | -20.6% | -20.5% |
| 30D | -38.8% | +3.2% | -42.0% | -41.3% |
| 3M | -34.8% | -1.1% | -33.8% | -33.1% |
| 6M | -22.8% | -1.1% | -21.7% | -21.0% |
| YTD | +74.6% | -0.5% | +75.1% | +78.1% |
| 1Y | +116.4% | 0.0% | +116.5% | +125.6% |
| All | +116.4% | +0.1% | +116.3% | +125.6% |
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 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