+527.5%
APP vs MUB
+2.9%
+524.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.9% |
| 7D | +4.6% | -1.3% | +5.8% | +8.3% |
| 30D | +56.0% | +2.2% | +53.9% | +48.5% |
| 3M | +30.8% | -1.6% | +32.5% | +37.6% |
| 6M | -9.8% | -1.3% | -8.5% | -5.7% |
| YTD | -39.3% | -0.7% | -38.6% | -37.6% |
| 1Y | -26.4% | -0.2% | -26.2% | -25.3% |
| 3Y | +887.9% | +9.6% | +878.3% | +665.9% |
| 5Y | +264.1% | +2.6% | +261.5% | +217.8% |
| All | +527.5% | +2.9% | +524.5% | +369.7% |
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 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