-14.2%
ACN vs MUB
+10.9%
-25.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.4% | -2.4% |
| 7D | -2.5% | +1.0% | -3.6% | -3.4% |
| 30D | +22.6% | +3.9% | +18.8% | +18.9% |
| 3M | +45.9% | -0.4% | +46.3% | +43.6% |
| 6M | +43.8% | -0.6% | +44.4% | +41.5% |
| YTD | -2.5% | +0.4% | -2.9% | -4.3% |
| 1Y | +6.5% | +0.8% | +5.6% | +4.4% |
| 3Y | -14.2% | +11.3% | -25.5% | -21.6% |
| All | -14.2% | +10.9% | -25.0% | -21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling