+492.2%
APD vs MUB
+76.3%
+415.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.2% | -0.9% | -1.4% | -1.8% |
| 30D | +2.1% | -1.4% | +3.5% | +2.8% |
| 3M | +7.2% | -2.2% | +9.3% | +8.3% |
| 6M | +11.2% | -1.9% | +13.1% | +12.3% |
| YTD | +24.4% | -0.8% | +25.2% | +24.9% |
| 1Y | +6.7% | +2.7% | +3.9% | +5.2% |
| 3Y | +9.2% | +8.6% | +0.7% | +5.1% |
| 5Y | +27.4% | +2.0% | +25.3% | +25.7% |
| 10Y | +164.8% | +17.9% | +146.9% | +151.8% |
| All | +492.2% | +76.3% | +415.9% | +363.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling