+470.7%
CF vs MUB
+22.3%
+448.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +2.0% |
| 7D | +5.4% | -0.8% | +6.2% | +6.0% |
| 30D | +6.5% | +2.4% | +4.1% | +4.6% |
| 3M | +4.6% | -1.1% | +5.7% | +5.5% |
| 6M | -3.3% | -1.0% | -2.3% | -2.7% |
| YTD | +63.9% | -0.3% | +64.2% | +63.3% |
| 1Y | +50.4% | 0.0% | +50.5% | +49.5% |
| 3Y | +68.2% | +10.2% | +58.1% | +50.4% |
| 5Y | +113.8% | +2.9% | +110.9% | +109.7% |
| All | +470.7% | +22.3% | +448.4% | +492.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling