+88.5%
ACN vs MUB
+17.4%
+71.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.3% |
| 7D | -6.3% | -0.7% | -5.6% | -5.7% |
| 30D | -1.4% | -2.0% | +0.6% | +0.4% |
| 3M | +2.6% | -2.5% | +5.1% | +4.9% |
| 6M | -14.3% | -2.3% | -12.0% | -12.5% |
| YTD | -33.1% | -1.3% | -31.8% | -32.4% |
| 1Y | -28.8% | +1.1% | -29.9% | -29.6% |
| 3Y | -43.0% | +8.2% | -51.2% | -47.4% |
| 5Y | -44.0% | +1.5% | -45.5% | -45.3% |
| 10Y | +88.5% | +17.6% | +71.0% | +105.9% |
| All | +88.5% | +17.4% | +71.1% | +105.9% |
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