+1,339.5%
CRS vs MUB
+16.7%
+1,322.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -1.0% |
| 7D | -4.1% | -1.2% | -2.9% | -2.0% |
| 30D | -16.6% | -2.8% | -13.8% | -12.4% |
| 3M | -14.3% | -3.1% | -11.2% | -9.5% |
| 6M | +11.6% | -2.9% | +14.5% | +17.7% |
| YTD | +42.6% | -2.0% | +44.6% | +48.3% |
| 1Y | +81.8% | 0.0% | +81.8% | +82.6% |
| 3Y | +632.1% | +7.4% | +624.6% | +538.9% |
| 5Y | +1,401.6% | +0.8% | +1,400.9% | +1,391.5% |
| All | +1,339.5% | +16.7% | +1,322.8% | +1,350.2% |
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