+201.2%
ABT vs MUB
+16.7%
+184.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -1.2% |
| 7D | -5.0% | -1.2% | -3.8% | -4.1% |
| 30D | -5.8% | -2.8% | -3.0% | -3.7% |
| 3M | +16.7% | -3.1% | +19.8% | +19.6% |
| 6M | -5.2% | -2.9% | -2.4% | -3.1% |
| YTD | -16.0% | -2.0% | -13.9% | -14.6% |
| 1Y | -18.3% | 0.0% | -18.2% | -18.2% |
| 3Y | +9.2% | +7.4% | +1.8% | +3.3% |
| 5Y | -11.6% | +0.8% | -12.3% | -12.6% |
| All | +201.2% | +16.7% | +184.5% | +191.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling