+60.2%
ALB vs MUB
+2.0%
+58.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -4.4% | -0.3% | -4.1% | -3.9% |
| 30D | -1.2% | -1.5% | +0.4% | +1.3% |
| 3M | -13.3% | -1.9% | -11.4% | -10.2% |
| 6M | -19.8% | -1.7% | -18.1% | -18.3% |
| YTD | -7.9% | -0.8% | -7.1% | -2.9% |
| 1Y | +60.2% | +1.5% | +58.7% | +53.9% |
| All | +60.2% | +2.0% | +58.2% | +53.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling