+156.1%
ALL vs MUB
+8.6%
+147.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.4% |
| 7D | 0.0% | -0.9% | +0.9% | +0.3% |
| 30D | -1.5% | -1.4% | -0.1% | -1.0% |
| 3M | +23.6% | -2.2% | +25.8% | +24.5% |
| 6M | +22.3% | -1.9% | +24.2% | +23.2% |
| YTD | +26.5% | -0.8% | +27.3% | +26.7% |
| 1Y | +27.0% | +2.7% | +24.3% | +25.0% |
| All | +156.1% | +8.6% | +147.5% | +149.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling