+1,278.0%
AAPL vs MUB
+17.2%
+1,260.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.3% |
| 7D | +3.8% | -0.8% | +4.7% | +4.8% |
| 30D | +9.9% | -2.4% | +12.3% | +12.8% |
| 3M | +12.5% | -2.8% | +15.3% | +16.1% |
| 6M | +27.6% | -2.2% | +29.9% | +30.8% |
| YTD | +22.6% | -1.6% | +24.1% | +24.7% |
| 1Y | +45.0% | 0.0% | +44.9% | +44.8% |
| 3Y | +87.8% | +7.9% | +79.9% | +72.7% |
| 5Y | +128.7% | +1.2% | +127.5% | +123.9% |
| All | +1,278.0% | +17.2% | +1,260.8% | +1,174.9% |
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 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