+365.6%
ALL vs MUB
+21.1%
+344.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.6% |
| 7D | -1.9% | +0.7% | -2.6% | -2.7% |
| 30D | +13.8% | +4.4% | +9.4% | +8.5% |
| 3M | -7.0% | -0.2% | -6.8% | -6.8% |
| 6M | +18.0% | -0.6% | +18.6% | +18.8% |
| YTD | +24.2% | +0.3% | +23.9% | +23.6% |
| 1Y | +31.2% | +0.8% | +30.4% | +29.9% |
| 3Y | +107.5% | +12.0% | +95.5% | +79.9% |
| 5Y | +144.8% | +3.4% | +141.4% | +136.8% |
| All | +365.6% | +21.1% | +344.5% | +337.1% |
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 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