+73.0%
CF vs MUB
+8.6%
+64.4%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.3% | -3.2% |
| 7D | +6.0% | -0.9% | +6.9% | +5.3% |
| 30D | +14.8% | -1.4% | +16.3% | +13.7% |
| 3M | +14.1% | -2.2% | +16.2% | +12.5% |
| 6M | +28.5% | -1.9% | +30.4% | +27.7% |
| YTD | +74.9% | -0.8% | +75.7% | +73.3% |
| 1Y | +61.7% | +2.7% | +58.9% | +58.5% |
| All | +73.0% | +8.6% | +64.4% | +63.1% |
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