+8.8%
ACN vs MUB
+0.4%
+8.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.7% |
| 7D | +1.6% | +0.6% | +0.9% | -0.1% |
| 30D | +24.6% | +3.4% | +21.2% | +15.0% |
| 3M | +46.2% | -0.7% | +46.9% | +39.6% |
| 6M | +46.2% | -1.0% | +47.1% | +38.7% |
| YTD | -0.9% | 0.0% | -0.9% | -4.9% |
| 1Y | +8.8% | +0.4% | +8.4% | +5.8% |
| All | +8.8% | +0.4% | +8.3% | +5.8% |
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