+91.0%
DOCN vs MUB
-0.2%
+91.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -4.0% |
| 7D | +19.1% | -1.3% | +20.4% | +19.8% |
| 30D | -21.0% | +2.2% | -23.2% | -24.2% |
| 3M | -34.7% | -1.6% | -33.1% | -32.5% |
| 6M | -45.8% | -1.3% | -44.5% | -44.7% |
| YTD | +79.4% | -0.7% | +80.0% | +75.3% |
| 1Y | +91.0% | -0.2% | +91.2% | +87.0% |
| All | +91.0% | -0.2% | +91.3% | +87.0% |
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