+579.1%
AU vs MUB
+7.9%
+571.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | -0.9% |
| 7D | -4.3% | -0.8% | -3.4% | -1.6% |
| 30D | +7.3% | -2.4% | +9.7% | +16.0% |
| 3M | +26.3% | -2.8% | +29.2% | +38.8% |
| 6M | +1.8% | -2.2% | +4.0% | +10.5% |
| YTD | +26.8% | -1.6% | +28.4% | +35.7% |
| 1Y | +66.7% | 0.0% | +66.6% | +71.3% |
| 3Y | +579.1% | +7.9% | +571.2% | +447.1% |
| All | +579.1% | +7.9% | +571.2% | +447.1% |
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