+196.4%
DOCN vs MUB
+11.5%
+185.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +0.4% | -16.3% | -16.4% |
| 7D | -29.3% | +0.9% | -30.2% | -30.3% |
| 30D | -46.0% | +3.8% | -49.8% | -49.1% |
| 3M | -43.2% | -0.7% | -42.5% | -42.5% |
| 6M | -53.7% | -0.8% | -52.9% | -53.1% |
| YTD | +46.9% | 0.0% | +47.0% | +46.9% |
| 1Y | +54.3% | +0.6% | +53.7% | +52.8% |
| All | +196.4% | +11.5% | +185.0% | +100.5% |
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