+823.8%
CAH vs MUB
+76.5%
+747.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.2% |
| 7D | +3.5% | -1.3% | +4.7% | +4.0% |
| 30D | +13.5% | +2.2% | +11.3% | +12.4% |
| 3M | +21.8% | -1.6% | +23.5% | +22.7% |
| 6M | +51.5% | -1.3% | +52.8% | +52.3% |
| YTD | +38.1% | -0.7% | +38.7% | +38.5% |
| 1Y | +37.7% | -0.2% | +37.9% | +37.8% |
| 3Y | +179.6% | +9.6% | +170.0% | +169.0% |
| 5Y | +504.9% | +2.6% | +502.4% | +498.0% |
| 10Y | +418.6% | +21.5% | +397.1% | +389.0% |
| All | +823.8% | +76.5% | +747.3% | +601.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling