+274.9%
AG vs MUB
+8.8%
+266.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +4.5% | -0.3% | +4.8% | +5.3% |
| 30D | +12.9% | -1.5% | +14.4% | +17.5% |
| 3M | +20.9% | -1.9% | +22.9% | +27.5% |
| 6M | -19.5% | -1.7% | -17.8% | -15.4% |
| YTD | +24.8% | -0.8% | +25.6% | +29.2% |
| 1Y | +120.2% | +1.5% | +118.8% | +119.2% |
| All | +274.9% | +8.8% | +266.1% | +242.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling