+37.7%
CAH vs MUB
-0.2%
+38.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.4% |
| 7D | +3.5% | -1.3% | +4.7% | +4.6% |
| 30D | +13.5% | +2.2% | +11.3% | +11.3% |
| 3M | +21.8% | -1.6% | +23.5% | +23.7% |
| 6M | +51.5% | -1.3% | +52.8% | +53.3% |
| YTD | +38.1% | -0.7% | +38.7% | +38.9% |
| 1Y | +37.7% | -0.2% | +37.9% | +37.4% |
| All | +37.7% | -0.2% | +38.0% | +37.4% |
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