+144.9%
CI vs MUB
+17.9%
+127.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +1.3% | -0.9% | +2.2% | +2.1% |
| 30D | +4.4% | -1.4% | +5.9% | +5.8% |
| 3M | +0.7% | -2.2% | +2.8% | +2.6% |
| 6M | +0.3% | -1.9% | +2.2% | +2.0% |
| YTD | +3.8% | -0.8% | +4.6% | +4.5% |
| 1Y | -5.5% | +2.7% | -8.2% | -7.9% |
| 3Y | +8.1% | +8.6% | -0.5% | -0.4% |
| 5Y | +42.8% | +2.0% | +40.8% | +41.9% |
| All | +144.9% | +17.9% | +127.0% | +136.0% |
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