+11.9%
ACN vs MUB
+0.1%
+11.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.4% | +3.4% | +2.8% |
| 7D | +8.6% | +0.6% | +8.0% | +7.3% |
| 30D | +36.6% | +3.2% | +33.4% | +28.3% |
| 3M | +56.3% | -1.1% | +57.4% | +51.7% |
| 6M | +49.7% | -1.1% | +50.8% | +43.9% |
| YTD | +1.3% | -0.5% | +1.8% | -0.2% |
| 1Y | +11.9% | 0.0% | +12.0% | +12.7% |
| All | +11.9% | +0.1% | +11.8% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling