+97.7%
DOCN vs MUB
+4.2%
+93.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.4% | -7.6% | -8.1% |
| 7D | -20.0% | +0.6% | -20.6% | -21.1% |
| 30D | -38.8% | +3.2% | -42.0% | -42.8% |
| 3M | -34.8% | -1.1% | -33.8% | -33.3% |
| 6M | -22.8% | -1.1% | -21.7% | -20.9% |
| YTD | +74.6% | -0.5% | +75.1% | +76.1% |
| 1Y | +116.4% | 0.0% | +116.5% | +116.2% |
| 3Y | +239.3% | +10.9% | +228.5% | +155.9% |
| 5Y | -20.2% | +2.9% | -23.1% | -32.6% |
| All | +97.7% | +4.2% | +93.5% | +44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling