+391.7%
APP vs MUB
+2.8%
+388.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.1% |
| 7D | +0.9% | -0.9% | +1.7% | +3.2% |
| 30D | -23.3% | -1.4% | -21.9% | -20.2% |
| 3M | -42.6% | -2.2% | -40.5% | -39.1% |
| 6M | -33.6% | -1.9% | -31.7% | -29.9% |
| YTD | -52.4% | -0.8% | -51.7% | -51.3% |
| 1Y | -35.9% | +2.7% | -38.6% | -40.0% |
| 3Y | +642.2% | +8.6% | +633.6% | +489.8% |
| 5Y | +311.1% | +2.0% | +309.0% | +264.1% |
| All | +391.7% | +2.8% | +388.9% | +266.7% |
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 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