+180.7%
CAH vs MUB
+8.8%
+171.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +0.5% | -0.3% | +0.8% | +0.6% |
| 30D | +1.7% | -1.5% | +3.3% | +2.6% |
| 3M | +17.9% | -1.9% | +19.8% | +19.2% |
| 6M | +10.9% | -1.7% | +12.6% | +12.0% |
| YTD | +17.9% | -0.8% | +18.6% | +18.4% |
| 1Y | +61.7% | +1.5% | +60.2% | +60.6% |
| All | +180.7% | +8.8% | +171.9% | +161.8% |
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 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