+29.1%
ABNB vs MUB
+3.5%
+25.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.6% |
| 7D | -1.7% | -1.3% | -0.4% | +0.1% |
| 30D | +11.8% | +2.2% | +9.6% | +8.4% |
| 3M | +0.9% | -1.6% | +2.5% | +3.2% |
| 6M | +40.5% | -1.3% | +41.7% | +43.2% |
| YTD | +37.6% | -0.7% | +38.3% | +39.3% |
| 1Y | +54.1% | -0.2% | +54.3% | +55.2% |
| 3Y | +56.8% | +9.6% | +47.1% | +36.0% |
| 5Y | -9.6% | +2.6% | -12.1% | -8.9% |
| All | +29.1% | +3.5% | +25.6% | +17.1% |
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 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