+2.2%
ABNB vs MUB
+1.5%
+0.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.2% |
| 7D | -7.4% | -0.7% | -6.7% | -6.6% |
| 30D | -8.2% | -2.0% | -6.2% | -5.8% |
| 3M | +29.1% | -2.5% | +31.7% | +33.5% |
| 6M | +26.6% | -2.3% | +28.9% | +30.5% |
| YTD | +25.0% | -1.3% | +26.3% | +27.5% |
| 1Y | +37.0% | +1.1% | +35.9% | +36.2% |
| 3Y | +16.3% | +8.2% | +8.1% | +4.5% |
| 5Y | +2.2% | +1.5% | +0.7% | -10.8% |
| All | +2.2% | +1.5% | +0.7% | -10.8% |
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