+3,140.8%
CTAS vs MUB
+78.3%
+3,062.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | +1.2% | +0.7% | +0.5% | +0.7% |
| 30D | +12.8% | +4.4% | +8.4% | +9.8% |
| 3M | +10.3% | -0.2% | +10.4% | +10.4% |
| 6M | +32.0% | -0.6% | +32.6% | +32.5% |
| YTD | +19.1% | +0.3% | +18.8% | +18.9% |
| 1Y | +21.5% | +0.8% | +20.7% | +20.9% |
| 3Y | +76.0% | +12.0% | +64.0% | +64.3% |
| 5Y | +110.9% | +3.4% | +107.4% | +105.7% |
| 10Y | +849.8% | +20.7% | +829.1% | +795.1% |
| All | +3,140.8% | +78.3% | +3,062.6% | +2,656.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling