+51.2%
B vs MUB
+78.3%
-27.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +9.6% | +0.7% | +8.9% | +9.1% |
| 30D | +3.5% | +4.4% | -0.8% | +0.5% |
| 3M | -1.6% | -0.2% | -1.4% | -1.5% |
| 6M | -1.7% | -0.6% | -1.1% | -1.1% |
| YTD | -5.3% | +0.3% | -5.7% | -5.3% |
| 1Y | +27.2% | +0.8% | +26.4% | +26.9% |
| 3Y | +166.1% | +12.0% | +154.1% | +149.1% |
| 5Y | +136.5% | +3.4% | +133.1% | +130.1% |
| 10Y | +172.2% | +20.7% | +151.6% | +157.1% |
| All | +51.2% | +78.3% | -27.1% | +72.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling