+59.7%
CAH vs MUB
+0.3%
+59.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -0.9% | -1.0% |
| 7D | -5.1% | -1.2% | -3.8% | -4.1% |
| 30D | -1.8% | -2.8% | +1.0% | +0.5% |
| 3M | +9.4% | -3.1% | +12.4% | +12.3% |
| 6M | +9.2% | -2.9% | +12.1% | +12.4% |
| YTD | +15.7% | -2.0% | +17.7% | +19.2% |
| 1Y | +59.7% | 0.0% | +59.8% | +60.0% |
| All | +59.7% | +0.3% | +59.5% | +60.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling