+289.9%
CAH vs MUB
+16.7%
+273.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -0.9% | -1.2% |
| 7D | -5.1% | -1.2% | -3.8% | -4.4% |
| 30D | -1.8% | -2.8% | +1.0% | -0.1% |
| 3M | +9.4% | -3.1% | +12.4% | +11.4% |
| 6M | +9.2% | -2.9% | +12.1% | +11.1% |
| YTD | +15.7% | -2.0% | +17.7% | +17.1% |
| 1Y | +59.7% | 0.0% | +59.8% | +59.8% |
| 3Y | +178.5% | +7.4% | +171.1% | +166.4% |
| 5Y | +398.3% | +0.8% | +397.5% | +397.3% |
| All | +289.9% | +16.7% | +273.2% | +338.3% |
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