+170.0%
ADM vs MUB
+18.0%
+152.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.1% | -0.3% | +0.2% | +0.1% |
| 30D | +11.0% | -1.5% | +12.6% | +12.1% |
| 3M | +6.0% | -1.9% | +7.9% | +7.3% |
| 6M | +26.9% | -1.7% | +28.6% | +28.2% |
| YTD | +50.0% | -0.8% | +50.8% | +50.6% |
| 1Y | +39.6% | +1.5% | +38.1% | +38.1% |
| 3Y | +18.5% | +8.8% | +9.8% | +11.9% |
| 5Y | +62.6% | +2.0% | +60.6% | +61.6% |
| All | +170.0% | +18.0% | +152.0% | +168.5% |
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