+577.4%
CF vs MUB
+17.9%
+559.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.3% | -3.3% |
| 7D | +6.0% | -0.9% | +6.9% | +6.7% |
| 30D | +14.8% | -1.4% | +16.3% | +16.0% |
| 3M | +14.1% | -2.2% | +16.2% | +15.8% |
| 6M | +28.5% | -1.9% | +30.4% | +30.0% |
| YTD | +74.9% | -0.8% | +75.7% | +75.0% |
| 1Y | +61.7% | +2.7% | +58.9% | +56.4% |
| 3Y | +80.3% | +8.6% | +71.7% | +64.3% |
| 5Y | +226.0% | +2.0% | +223.9% | +222.7% |
| All | +577.4% | +17.9% | +559.5% | +655.6% |
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