+640.7%
ADI vs MUB
+22.3%
+618.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +1.0% |
| 7D | +13.4% | -0.8% | +14.2% | +14.4% |
| 30D | -1.3% | +2.4% | -3.7% | -4.1% |
| 3M | +6.8% | -1.1% | +7.9% | +8.1% |
| 6M | -1.9% | -1.0% | -0.9% | -0.7% |
| YTD | +52.3% | -0.3% | +52.6% | +53.0% |
| 1Y | +71.6% | 0.0% | +71.7% | +72.0% |
| 3Y | +148.9% | +10.2% | +138.7% | +122.2% |
| 5Y | +140.8% | +2.9% | +137.9% | +130.7% |
| All | +640.7% | +22.3% | +618.4% | +617.4% |
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