+356.1%
ALL vs MUB
+17.9%
+338.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | -1.7% | -0.3% | -1.4% | -1.4% |
| 30D | -4.7% | -1.5% | -3.1% | -3.0% |
| 3M | +18.4% | -1.9% | +20.3% | +20.9% |
| 6M | +20.5% | -1.7% | +22.2% | +22.7% |
| YTD | +23.5% | -0.8% | +24.3% | +24.4% |
| 1Y | +29.0% | +1.5% | +27.5% | +26.5% |
| 3Y | +153.7% | +8.8% | +144.9% | +128.0% |
| 5Y | +114.8% | +2.0% | +112.8% | +111.3% |
| 10Y | +356.1% | +18.0% | +338.2% | +335.1% |
| All | +356.1% | +17.9% | +338.3% | +335.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling