+2,479.4%
DPZ vs MUB
+76.8%
+2,402.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.4% | +5.0% | +5.3% |
| 7D | +10.1% | +0.6% | +9.5% | +9.9% |
| 30D | +14.6% | +3.2% | +11.4% | +13.5% |
| 3M | -6.8% | -1.1% | -5.7% | -6.4% |
| 6M | +4.4% | -1.1% | +5.5% | +4.8% |
| YTD | -16.8% | -0.5% | -16.4% | -16.7% |
| 1Y | -14.5% | 0.0% | -14.4% | -14.4% |
| 3Y | -1.1% | +10.9% | -12.0% | -4.0% |
| 5Y | -28.0% | +2.9% | -30.8% | -29.0% |
| 10Y | +130.2% | +19.7% | +110.5% | +124.1% |
| All | +2,479.4% | +76.8% | +2,402.6% | +2,467.7% |
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