+141.2%
ADI vs MUB
+2.2%
+139.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.4% | -0.3% | +2.7% | +2.8% |
| 30D | -6.6% | -1.5% | -5.0% | -4.7% |
| 3M | -9.8% | -1.9% | -7.9% | -7.5% |
| 6M | +15.7% | -1.7% | +17.4% | +18.4% |
| YTD | +35.1% | -0.8% | +35.9% | +37.0% |
| 1Y | +47.7% | +1.5% | +46.2% | +46.1% |
| 3Y | +114.5% | +8.8% | +105.7% | +90.9% |
| 5Y | +141.2% | +2.0% | +139.2% | +111.8% |
| All | +141.2% | +2.2% | +139.0% | +111.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling