+6.8%
DVN vs MUB
+8.2%
-1.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.1% |
| 7D | -0.1% | -0.7% | +0.6% | -0.3% |
| 30D | +8.0% | -2.0% | +9.9% | +7.4% |
| 3M | +11.9% | -2.5% | +14.5% | +11.3% |
| 6M | +10.6% | -2.3% | +13.0% | +10.3% |
| YTD | +35.4% | -1.3% | +36.7% | +34.3% |
| 1Y | +46.5% | +1.1% | +45.4% | +43.5% |
| All | +6.8% | +8.2% | -1.5% | +0.9% |
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 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