+67.8%
B vs MUB
+2.9%
+64.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.3% |
| 7D | -1.6% | -0.9% | -0.7% | +1.9% |
| 30D | +9.4% | -1.4% | +10.9% | +15.9% |
| 3M | +5.0% | -2.2% | +7.1% | +15.1% |
| 6M | -3.5% | -1.9% | -1.7% | +3.0% |
| YTD | +4.5% | -0.8% | +5.2% | +13.4% |
| 1Y | +67.8% | +2.7% | +65.0% | +76.5% |
| All | +67.8% | +2.9% | +64.9% | +76.5% |
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