-24.7%
ACN vs MUB
+2.9%
-27.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -1.5% | -0.9% | -0.7% | -1.1% |
| 30D | +9.4% | -1.4% | +10.8% | +10.0% |
| 3M | +5.6% | -2.2% | +7.8% | +5.8% |
| 6M | -9.3% | -1.9% | -7.4% | -9.8% |
| YTD | -29.0% | -0.8% | -28.2% | -28.3% |
| 1Y | -24.7% | +2.7% | -27.4% | -23.7% |
| All | -24.7% | +2.9% | -27.5% | -23.7% |
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