+207.0%
C vs MUB
+21.8%
+185.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.3% |
| 7D | +4.2% | -1.3% | +5.4% | +5.5% |
| 30D | +2.0% | +2.2% | -0.2% | -0.3% |
| 3M | -10.1% | -1.6% | -8.5% | -8.6% |
| 6M | +1.0% | -1.3% | +2.3% | +2.3% |
| YTD | +8.5% | -0.7% | +9.1% | +9.2% |
| 1Y | +25.7% | -0.2% | +25.9% | +26.0% |
| 3Y | +216.0% | +9.6% | +206.4% | +184.2% |
| 5Y | +112.3% | +2.6% | +109.8% | +105.7% |
| All | +207.0% | +21.8% | +185.2% | +290.8% |
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