+833.0%
ACN vs MUB
+77.6%
+755.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | +1.6% | +0.6% | +0.9% | +1.3% |
| 30D | +24.6% | +3.4% | +21.2% | +22.9% |
| 3M | +46.2% | -0.7% | +46.9% | +46.5% |
| 6M | +46.2% | -1.0% | +47.1% | +46.6% |
| YTD | -0.9% | 0.0% | -0.9% | -0.9% |
| 1Y | +8.8% | +0.4% | +8.4% | +8.5% |
| 3Y | -14.3% | +10.5% | -24.8% | -17.8% |
| 5Y | -22.6% | +3.1% | -25.7% | -24.2% |
| 10Y | +153.7% | +22.0% | +131.7% | +144.8% |
| All | +833.0% | +77.6% | +755.4% | +697.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling