+887.9%
APP vs MUB
+9.9%
+878.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.8% |
| 7D | +4.6% | -1.3% | +5.8% | +7.9% |
| 30D | +56.0% | +2.2% | +53.9% | +49.9% |
| 3M | +30.8% | -1.6% | +32.5% | +37.2% |
| 6M | -9.8% | -1.3% | -8.5% | -5.9% |
| YTD | -39.3% | -0.7% | -38.6% | -37.4% |
| 1Y | -26.4% | -0.2% | -26.2% | -24.9% |
| 3Y | +887.9% | +9.6% | +878.3% | +622.9% |
| All | +887.9% | +9.9% | +878.0% | +622.9% |
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