+112.2%
DT vs MUB
+9.2%
+103.0%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.2% |
| 7D | -0.5% | -0.7% | +0.2% | +0.2% |
| 30D | +0.1% | -2.0% | +2.0% | +2.3% |
| 3M | +24.1% | -2.5% | +26.6% | +27.8% |
| 6M | +30.1% | -2.3% | +32.4% | +33.7% |
| YTD | +16.8% | -1.3% | +18.0% | +18.6% |
| 1Y | -0.1% | +1.1% | -1.2% | -1.2% |
| 3Y | +6.8% | +8.2% | -1.4% | -3.2% |
| 5Y | -28.4% | +1.5% | -29.8% | -30.3% |
| All | +112.2% | +9.2% | +103.0% | +111.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling