+1,445.5%
ADI vs MUB
+76.3%
+1,369.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.4% | -0.9% | +1.3% | +0.9% |
| 30D | -3.8% | -1.4% | -2.4% | -3.1% |
| 3M | -15.3% | -2.2% | -13.1% | -14.3% |
| 6M | +6.7% | -1.9% | +8.6% | +7.8% |
| YTD | +34.8% | -0.8% | +35.5% | +35.5% |
| 1Y | +49.0% | +2.7% | +46.3% | +47.3% |
| 3Y | +108.1% | +8.6% | +99.5% | +99.9% |
| 5Y | +142.4% | +2.0% | +140.4% | +138.2% |
| 10Y | +589.9% | +17.9% | +572.0% | +560.9% |
| All | +1,445.5% | +76.3% | +1,369.2% | +1,196.0% |
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