+6.0%
DT vs MUB
+7.4%
-1.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +2.0% |
| 7D | -2.5% | -1.2% | -1.3% | -1.8% |
| 30D | +3.5% | -2.8% | +6.3% | +5.3% |
| 3M | +26.7% | -3.1% | +29.8% | +29.1% |
| 6M | +36.1% | -2.9% | +39.0% | +38.5% |
| YTD | +18.6% | -2.0% | +20.7% | +20.3% |
| 1Y | +7.9% | 0.0% | +7.9% | +8.6% |
| All | +6.0% | +7.4% | -1.4% | -7.4% |
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