-28.8%
ACN vs MUB
+1.0%
-29.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | -6.3% | -0.7% | -5.6% | -6.1% |
| 30D | -1.4% | -2.0% | +0.6% | -0.6% |
| 3M | +2.6% | -2.5% | +5.1% | +2.6% |
| 6M | -14.3% | -2.3% | -12.0% | -15.1% |
| YTD | -33.1% | -1.3% | -31.8% | -31.7% |
| 1Y | -28.8% | +1.1% | -29.9% | -22.5% |
| All | -28.8% | +1.0% | -29.8% | -22.5% |
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