+324.3%
DOCN vs MUB
+8.6%
+315.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.1% | -0.9% | +2.0% | +2.8% |
| 30D | -9.6% | -1.4% | -8.2% | -7.1% |
| 3M | -37.7% | -2.2% | -35.5% | -35.1% |
| 6M | +115.2% | -1.9% | +117.1% | +122.8% |
| YTD | +133.7% | -0.8% | +134.5% | +136.9% |
| 1Y | +250.2% | +2.7% | +247.4% | +231.4% |
| All | +324.3% | +8.6% | +315.6% | +182.8% |
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