+152.3%
ACN vs MUB
+21.8%
+130.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | -3.8% | -1.3% | -2.6% | -2.6% |
| 30D | +16.5% | +2.2% | +14.4% | +14.2% |
| 3M | +41.5% | -1.6% | +43.1% | +43.5% |
| 6M | +60.1% | -1.3% | +61.3% | +61.8% |
| YTD | -3.9% | -0.7% | -3.3% | -3.4% |
| 1Y | +4.1% | -0.2% | +4.3% | +4.2% |
| 3Y | -15.9% | +9.6% | -25.5% | -23.3% |
| 5Y | -26.3% | +2.6% | -28.9% | -28.8% |
| All | +152.3% | +21.8% | +130.5% | +154.3% |
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