+400.4%
ALAB vs MUB
+4.4%
+396.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | 0.0% | +9.7% | +9.7% |
| 7D | +7.2% | -0.9% | +8.1% | +8.5% |
| 30D | -2.5% | -1.4% | -1.1% | -0.7% |
| 3M | -13.3% | -2.2% | -11.2% | -10.6% |
| 6M | +172.8% | -1.9% | +174.7% | +179.7% |
| YTD | +86.6% | -0.8% | +87.4% | +90.3% |
| 1Y | +65.2% | +2.7% | +62.4% | +65.7% |
| All | +400.4% | +4.4% | +396.0% | +372.5% |
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 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