+223.5%
C vs MUB
+20.8%
+202.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | -2.4% | +0.7% | -3.1% | -3.1% |
| 30D | -6.0% | +4.4% | -10.3% | -9.8% |
| 3M | -10.5% | -0.2% | -10.4% | -10.4% |
| 6M | -5.7% | -0.6% | -5.1% | -5.1% |
| YTD | +4.1% | +0.3% | +3.8% | +3.9% |
| 1Y | +20.5% | +0.8% | +19.7% | +19.7% |
| 3Y | +208.1% | +12.0% | +196.1% | +172.5% |
| 5Y | +110.4% | +3.4% | +107.0% | +102.4% |
| All | +223.5% | +20.8% | +202.7% | +297.5% |
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 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