+80.2%
DOCN vs MUB
+0.7%
+79.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.3% | +9.3% | +9.4% |
| 7D | +3.7% | +0.4% | +3.3% | +3.4% |
| 30D | -33.7% | +3.9% | -37.6% | -37.5% |
| 3M | -27.9% | -0.2% | -27.7% | -26.1% |
| 6M | -46.4% | -0.4% | -46.1% | -45.1% |
| YTD | +81.1% | +0.5% | +80.6% | +72.3% |
| All | +80.2% | +0.7% | +79.4% | +70.1% |
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