+53.0%
CAH vs MUB
-1.0%
+54.1%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.7% |
| 7D | +3.9% | -0.8% | +4.7% | +4.3% |
| 30D | +16.0% | +2.4% | +13.6% | +14.6% |
| 3M | +19.1% | -1.1% | +20.2% | +17.6% |
| 6M | +53.0% | -1.0% | +54.0% | +52.8% |
| All | +53.0% | -1.0% | +54.1% | +52.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling