+119.1%
ALL vs MUB
+9.9%
+109.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.5% |
| 7D | +5.0% | -1.3% | +6.3% | +5.5% |
| 30D | +13.3% | +2.2% | +11.1% | +12.2% |
| 3M | +3.2% | -1.6% | +4.8% | +3.5% |
| 6M | +25.3% | -1.3% | +26.6% | +25.6% |
| YTD | +30.5% | -0.7% | +31.1% | +30.3% |
| 1Y | +29.2% | -0.2% | +29.4% | +28.8% |
| 3Y | +119.1% | +9.6% | +109.5% | +117.7% |
| All | +119.1% | +9.9% | +109.2% | +117.7% |
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