+26.6%
APD vs MUB
+10.9%
+15.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +2.0% | +2.0% |
| 7D | -1.6% | +1.0% | -2.6% | -2.6% |
| 30D | +10.6% | +3.9% | +6.7% | +6.3% |
| 3M | +2.5% | -0.4% | +2.9% | +3.1% |
| 6M | +6.0% | -0.6% | +6.5% | +6.7% |
| YTD | +28.4% | +0.4% | +28.0% | +27.9% |
| 1Y | +22.2% | +0.8% | +21.3% | +21.0% |
| 3Y | +26.6% | +11.3% | +15.2% | +19.2% |
| All | +26.6% | +10.9% | +15.7% | +19.2% |
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