+163.7%
APD vs MUB
+17.9%
+145.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.5% | -0.3% | -2.2% | -2.2% |
| 30D | -1.9% | -1.5% | -0.3% | -0.5% |
| 3M | +8.2% | -1.9% | +10.2% | +10.2% |
| 6M | +10.7% | -1.7% | +12.5% | +12.5% |
| YTD | +22.9% | -0.8% | +23.7% | +23.8% |
| 1Y | +5.8% | +1.5% | +4.3% | +4.3% |
| 3Y | +7.8% | +8.8% | -1.0% | -0.3% |
| 5Y | +26.1% | +2.0% | +24.1% | +23.5% |
| 10Y | +163.7% | +18.0% | +145.7% | +185.4% |
| All | +163.7% | +17.9% | +145.9% | +185.4% |
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