+193.4%
B vs MUB
+17.9%
+175.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.4% |
| 7D | +2.3% | -0.3% | +2.6% | +2.8% |
| 30D | +1.4% | -1.5% | +2.9% | +4.2% |
| 3M | +12.2% | -1.9% | +14.1% | +16.2% |
| 6M | -2.1% | -1.7% | -0.4% | +1.3% |
| YTD | +2.9% | -0.8% | +3.7% | +4.9% |
| 1Y | +55.3% | +1.5% | +53.8% | +52.3% |
| 3Y | +198.7% | +8.8% | +189.9% | +160.6% |
| 5Y | +153.8% | +2.0% | +151.8% | +145.8% |
| 10Y | +193.4% | +18.0% | +175.4% | +120.4% |
| All | +193.4% | +17.9% | +175.6% | +120.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling