+732.7%
CLS vs MUB
+11.9%
+720.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | -22.2% | +0.7% | -22.9% | -22.6% |
| 30D | -44.4% | +4.4% | -48.7% | -47.0% |
| 3M | -34.3% | -0.2% | -34.1% | -33.7% |
| 6M | -50.1% | -0.6% | -49.5% | -49.3% |
| YTD | -30.1% | +0.3% | -30.4% | -29.3% |
| 1Y | -39.3% | +0.8% | -40.1% | -38.8% |
| 3Y | +732.7% | +12.0% | +720.7% | +601.4% |
| All | +732.7% | +11.9% | +720.8% | +601.4% |
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