+51.7%
B vs MUB
+0.2%
+51.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | -1.2% |
| 7D | -2.4% | -0.8% | -1.6% | +0.8% |
| 30D | +6.3% | -2.4% | +8.7% | +17.0% |
| 3M | +12.1% | -2.8% | +15.0% | +26.4% |
| 6M | -3.1% | -2.2% | -0.9% | +6.1% |
| YTD | +2.0% | -1.6% | +3.6% | +17.9% |
| 1Y | +51.7% | 0.0% | +51.6% | +92.6% |
| All | +51.7% | +0.2% | +51.4% | +92.6% |
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