+164.6%
DOCN vs MUB
+3.9%
+160.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.7% |
| 7D | +1.1% | -0.9% | +2.0% | +3.1% |
| 30D | -9.6% | -1.4% | -8.2% | -6.8% |
| 3M | -37.7% | -2.2% | -35.5% | -34.7% |
| 6M | +115.2% | -1.9% | +117.1% | +124.1% |
| YTD | +133.7% | -0.8% | +134.5% | +137.6% |
| 1Y | +250.2% | +2.7% | +247.4% | +229.3% |
| 3Y | +320.3% | +8.6% | +311.7% | +234.1% |
| 5Y | +53.1% | +2.0% | +51.1% | +33.8% |
| All | +164.6% | +3.9% | +160.7% | +94.9% |
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