+3.7%
AWK vs MUB
+0.3%
+3.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.3% |
| 7D | -0.7% | -1.2% | +0.5% | +0.4% |
| 30D | +2.8% | -2.8% | +5.5% | +5.5% |
| 3M | +11.3% | -3.1% | +14.4% | +14.6% |
| 6M | +6.7% | -2.9% | +9.6% | +10.0% |
| YTD | +9.4% | -2.0% | +11.4% | +12.2% |
| 1Y | +3.7% | 0.0% | +3.7% | +4.7% |
| All | +3.7% | +0.3% | +3.5% | +4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling