+105.5%
B vs MUB
+2.5%
+103.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | +0.1% |
| 7D | -7.3% | -1.3% | -6.1% | -4.8% |
| 30D | -3.3% | +2.2% | -5.5% | -7.4% |
| 3M | -7.8% | -1.6% | -6.1% | -4.4% |
| 6M | -15.5% | -1.3% | -14.3% | -12.8% |
| YTD | -12.3% | -0.7% | -11.6% | -10.2% |
| 1Y | +5.4% | -0.2% | +5.6% | +6.9% |
| 3Y | +165.5% | +9.6% | +155.9% | +122.3% |
| All | +105.5% | +2.5% | +103.0% | +86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling