+66.5%
AG vs MUB
+16.7%
+49.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.1% | -3.1% |
| 7D | -5.8% | -1.2% | -4.6% | -2.9% |
| 30D | +6.4% | -2.8% | +9.1% | +13.8% |
| 3M | +28.4% | -3.1% | +31.4% | +38.7% |
| 6M | -24.5% | -2.9% | -21.6% | -18.3% |
| YTD | +21.2% | -2.0% | +23.2% | +28.5% |
| 1Y | +114.1% | 0.0% | +114.1% | +117.2% |
| 3Y | +268.0% | +7.4% | +260.6% | +217.1% |
| 5Y | +67.3% | +0.8% | +66.5% | +66.4% |
| All | +66.5% | +16.7% | +49.8% | -7.3% |
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