+265.0%
C vs MUB
+8.6%
+256.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +3.6% | -0.9% | +4.5% | +4.2% |
| 30D | +0.1% | -1.4% | +1.5% | +1.0% |
| 3M | +2.4% | -2.2% | +4.6% | +4.0% |
| 6M | +24.9% | -1.9% | +26.8% | +26.5% |
| YTD | +19.8% | -0.8% | +20.6% | +20.6% |
| 1Y | +44.9% | +2.7% | +42.1% | +43.4% |
| All | +265.0% | +8.6% | +256.4% | +215.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling