+370.0%
ALL vs MUB
+22.3%
+347.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.6% | +2.6% |
| 7D | 0.0% | -0.8% | +0.8% | +0.9% |
| 30D | +12.8% | +2.4% | +10.4% | +9.8% |
| 3M | +4.7% | -1.1% | +5.8% | +6.0% |
| 6M | +24.9% | -1.0% | +25.9% | +26.2% |
| YTD | +30.0% | -0.3% | +30.3% | +30.2% |
| 1Y | +29.9% | 0.0% | +30.0% | +29.7% |
| 3Y | +117.5% | +10.2% | +107.4% | +91.9% |
| 5Y | +161.7% | +2.9% | +158.8% | +154.3% |
| All | +370.0% | +22.3% | +347.7% | +327.2% |
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