+110.4%
AAPL vs MUB
+2.1%
+108.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.7% | -0.3% | -2.4% | -2.4% |
| 30D | +1.0% | -1.5% | +2.6% | +3.0% |
| 3M | +5.0% | -1.9% | +6.9% | +7.5% |
| 6M | +23.0% | -1.7% | +24.8% | +25.7% |
| YTD | +16.6% | -0.8% | +17.4% | +17.7% |
| 1Y | +33.4% | +1.5% | +31.9% | +30.8% |
| 3Y | +79.9% | +8.8% | +71.1% | +61.1% |
| All | +110.4% | +2.1% | +108.4% | +97.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling