+22.8%
MUB vs DAR
+311.7%
-288.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.4% |
| 7D | -1.3% | +11.6% | -12.8% | -1.5% |
| 30D | +2.2% | -10.2% | +12.4% | +2.4% |
| 3M | -1.6% | -14.8% | +13.2% | -1.3% |
| 6M | -1.3% | -10.1% | +8.8% | -1.1% |
| YTD | -0.7% | +55.5% | -56.2% | -2.0% |
| 1Y | -0.2% | +61.7% | -61.9% | -1.7% |
| 3Y | +9.6% | +37.2% | -27.5% | +8.0% |
| 5Y | +2.6% | -26.9% | +29.5% | +2.6% |
| All | +22.8% | +311.7% | -288.9% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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